TFO Wealth Partners’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$739 | – | 184 |
|
|
2024
Q1 | $739 | Hold |
4
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $468 | Hold |
4
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $366 | Hold |
4
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $366 | Hold |
4
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $314 | Sell |
4
-209
| -98% | -$16.4K | ﹤0.01% | 364 |
|
|
2022
Q4 | $13.8K | Buy |
+213
| New | +$13.8K | ﹤0.01% | 96 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$4K | – | 193 |
|
|
2022
Q2 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 222 |
|