BerganKDV Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$15.7K | – | 903 |
|
|
2023
Q1 | $15.7K | Buy |
200
+186
| +1,329% | +$14.6K | ﹤0.01% | 542 |
|
|
2022
Q4 | $1.21K | Hold |
14
| – | – | ﹤0.01% | 858 |
|
|
2022
Q3 | $1K | Sell |
14
-31
| -69% | -$2.21K | ﹤0.01% | 866 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 789 |
|