IWA
IBEX Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
+1,340
| New | +$433K | 0.05% | 157 |
|
|
2025
Q1 | – | Sell |
-1,338
| Closed | -$299K | – | 134 |
|
|
2024
Q4 | $299K | Buy |
+1,338
| New | +$299K | 0.04% | 177 |
|
|
2024
Q3 | – | Sell |
-1,331
| Closed | -$266K | – | 102 |
|
|
2024
Q2 | $266K | Buy |
+1,331
| New | +$266K | 0.04% | 111 |
|
|
2023
Q4 | – | Sell |
-2,313
| Closed | -$252K | – | 113 |
|
|
2023
Q3 | $252K | Buy |
+2,313
| New | +$252K | 0.06% | 102 |
|