CIC Wealth’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $460K | Hold |
1,768
| – | – | 0.12% | 103 |
|
|
2024
Q2 | $354K | Buy |
1,768
+1
| +0.1% | +$200 | 0.1% | 117 |
|
|
2024
Q1 | $327K | Sell |
1,767
-217
| -11% | -$40.1K | 0.1% | 120 |
|
|
2023
Q4 | $232K | Sell |
1,984
-4
| -0.2% | -$468 | 0.07% | 142 |
|
|
2023
Q3 | $217K | Buy |
+1,988
| New | +$217K | 0.08% | 140 |
|