Financial Synergies Wealth Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.11K | – | 133 |
|
|
2024
Q1 | $1.11K | Hold |
6
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $518 | Hold |
6
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $655 | Hold |
6
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $550 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $471 | Hold |
6
| – | – | ﹤0.01% | 418 |
|
|
2022
Q4 | $518 | Hold |
6
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $500 | Hold |
6
| – | – | ﹤0.01% | 364 |
|
|
2022
Q2 | $344 | Buy |
+6
| New | +$344 | ﹤0.01% | 418 |
|