Glassman Wealth Services’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-552
| Closed | -$64.5K | – | 498 |
|
2023
Q4 | $64.5K | Buy |
552
+14
| +3% | +$1.64K | 0.01% | 393 |
|
2023
Q3 | $58.7K | Buy |
538
+2
| +0.4% | +$218 | 0.01% | 387 |
|
2023
Q2 | $49.1K | Buy |
536
+26
| +5% | +$2.38K | 0.01% | 414 |
|
2023
Q1 | $40K | Sell |
510
-26
| -5% | -$2.04K | 0.01% | 458 |
|
2022
Q4 | $46.2K | Sell |
536
-52
| -9% | -$4.48K | 0.01% | 445 |
|
2022
Q3 | $49K | Buy |
588
+15
| +3% | +$1.25K | 0.01% | 389 |
|
2022
Q2 | $33K | Buy |
+573
| New | +$33K | 0.01% | 483 |
|