LWA
Lineweaver Wealth Advisors’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
1,998
+426
| +27% | +$137K | 0.1% | 112 |
|
|
2025
Q1 | $317K | Buy |
1,572
+99
| +7% | +$20K | 0.05% | 122 |
|
|
2024
Q4 | $330K | Buy |
1,473
+8
| +0.5% | +$1.79K | 0.06% | 113 |
|
|
2024
Q3 | $381K | Buy |
1,465
+5
| +0.3% | +$1.3K | 0.07% | 107 |
|
|
2024
Q2 | $292K | Buy |
1,460
+9
| +0.6% | +$1.8K | 0.06% | 114 |
|
|
2024
Q1 | $268K | Buy |
+1,451
| New | +$268K | 0.06% | 115 |
|