TCI Wealth Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-947
| Closed | -$246K | – | 234 |
|
|
2024
Q3 | $246K | Buy |
+947
| New | +$246K | 0.02% | 205 |
|
|
2023
Q2 | – | Sell |
-1,023
| Closed | -$80.3K | – | 551 |
|
|
2023
Q1 | $80.3K | Buy |
1,023
+277
| +37% | +$21.7K | 0.01% | 314 |
|
|
2022
Q4 | $64.3K | Hold |
746
| – | – | 0.01% | 343 |
|
|
2022
Q3 | $62K | Sell |
746
-4
| -0.5% | -$332 | 0.01% | 322 |
|
|
2022
Q2 | $43K | Sell |
750
-154
| -17% | -$8.83K | 0.01% | 410 |
|
|
2022
Q1 | $50K | Buy |
+904
| New | +$50K | 0.01% | 404 |
|