BA
Bellwether Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,621
| Closed | -$657K | – | 120 |
|
|
2023
Q4 | $657K | Buy |
+5,621
| New | +$657K | 0.16% | 78 |
|
|
2023
Q2 | – | Sell |
-13,767
| Closed | -$1.08M | – | 147 |
|
|
2023
Q1 | $1.08M | Buy |
13,767
+4,081
| +42% | +$320K | 0.3% | 65 |
|
|
2022
Q4 | $835K | Sell |
9,686
-22,613
| -70% | -$1.95M | 0.24% | 74 |
|
|
2022
Q3 | $2.69M | Sell |
32,299
-17,726
| -35% | -$1.47M | 0.89% | 28 |
|
|
2022
Q2 | $2.86M | Buy |
+50,025
| New | +$2.86M | 0.92% | 28 |
|