Balasa Dinverno & Foltz’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$614K Buy
7,383
+2,376
+47% +$198K 0.04% 178
2022
Q2
$287K Buy
+5,007
New +$287K 0.02% 277