RWB
RMR Wealth Builders’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
10,939
-14
| -0.1% | -$4.52K | 0.32% | 41 |
|
|
2025
Q1 | $2.21M | Buy |
10,953
+492
| +5% | +$99.2K | 0.23% | 58 |
|
|
2024
Q4 | $2.34M | Buy |
10,461
+333
| +3% | +$74.5K | 0.24% | 54 |
|
|
2024
Q3 | $2.63M | Sell |
10,128
-359
| -3% | -$93.3K | 0.28% | 45 |
|
|
2024
Q2 | $2.1M | Buy |
10,487
+1,199
| +13% | +$240K | 0.24% | 52 |
|
|
2024
Q1 | $1.72M | Buy |
9,288
+5,836
| +169% | +$1.08M | 0.21% | 61 |
|
|
2023
Q4 | $403K | Sell |
3,452
-264
| -7% | -$30.9K | 0.06% | 166 |
|
|
2023
Q3 | $405K | Buy |
+3,716
| New | +$405K | 0.06% | 155 |
|