Wealthstreet Investment Advisors’s Clearway Energy Class A CWEN.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,500
| Closed | -$225K | – | 141 |
|
|
2021
Q1 | $225K | Hold |
8,500
| – | – | 0.02% | 340 |
|
|
2020
Q4 | $251K | Hold |
8,500
| – | – | 0.03% | 318 |
|
|
2020
Q3 | $210K | Buy |
+8,500
| New | +$210K | 0.02% | 318 |
|
|
2018
Q2 | – | Sell |
-14,100
| Closed | -$232K | – | 347 |
|
|
2018
Q1 | $232K | Sell |
14,100
-2,000
| -12% | -$32.9K | 0.03% | 314 |
|
|
2017
Q4 | $303K | Buy |
+16,100
| New | +$303K | 0.04% | 282 |
|