CIA
Compass Ion Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,517
+117
| +8% | +$37.8K | 0.05% | 171 |
|
|
2025
Q1 | $282K | Sell |
1,400
-4
| -0.3% | -$807 | 0.03% | 214 |
|
|
2024
Q4 | $314K | Sell |
1,404
-19
| -1% | -$4.25K | 0.04% | 203 |
|
|
2024
Q3 | $370K | Buy |
1,423
+56
| +4% | +$14.6K | 0.05% | 193 |
|
|
2024
Q2 | $253K | Hold |
1,367
| – | – | 0.04% | 202 |
|
|
2024
Q1 | $253K | Buy |
+1,367
| New | +$253K | 0.04% | 202 |
|