TWM
Trinity Wealth Management’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
1,951
+6
| +0.3% | +$1.94K | 0.25% | 44 |
|
|
2025
Q1 | $392K | Sell |
1,945
-32
| -2% | -$6.45K | 0.18% | 43 |
|
|
2024
Q4 | $442K | Buy |
1,977
+4
| +0.2% | +$895 | 0.2% | 39 |
|
|
2024
Q3 | $513K | Buy |
1,973
+923
| +88% | +$240K | 0.24% | 38 |
|
|
2024
Q2 | $210K | Buy |
+1,050
| New | +$210K | 0.1% | 46 |
|