Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
62
| – | – | ﹤0.01% | 261 |
|
|
2025
Q1 | $12.5K | Sell |
62
-42
| -40% | -$8.47K | ﹤0.01% | 308 |
|
|
2024
Q4 | $23.3K | Buy |
104
+42
| +68% | +$9.4K | 0.01% | 263 |
|
|
2024
Q3 | $16.1K | Hold |
62
| – | – | ﹤0.01% | 282 |
|
|
2024
Q2 | $12.4K | Hold |
62
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $11.5K | Hold |
62
| – | – | ﹤0.01% | 303 |
|
|
2023
Q4 | $7.25K | Hold |
62
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $6.76K | Hold |
62
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $6.5K | Sell |
62
-116
| -65% | -$12.2K | ﹤0.01% | 362 |
|
|
2023
Q1 | $13.8K | Hold |
178
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $15.3K | Hold |
178
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $15K | Buy |
178
+82
| +85% | +$6.91K | 0.01% | 355 |
|
|
2022
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 504 |
|