Global Wealth Management Investment Advisory’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 |
-227
| Closed | -$26.5K | – | 191 |
|
|
2023
Q4 | $26.5K | Hold |
227
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $24.8K | Hold |
227
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $20.8K | Buy |
+227
| New | +$20.8K | 0.01% | 245 |
|
|
2022
Q3 | – | Sell |
-227
| Closed | -$13K | – | 197 |
|
|
2022
Q2 | $13K | Hold |
227
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $13K | Buy |
+227
| New | +$13K | ﹤0.01% | 293 |
|