Independent Solutions Wealth Management’s Constellation Energy CEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,949	Closed	-$254K	–	214
2022 Q4	$254K	Sell	2,949 -599	-17%	-$51.6K	0.08%	183
2022 Q3	$295K	Sell	3,548 -87	-2%	-$7.24K	0.1%	161
2022 Q2	$208K	Sell	3,635 -344	-9%	-$19.7K	0.06%	209
2022 Q1	$224K	Buy	+3,979	New	+$224K	0.05%	201