True Wealth Design’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 | $8.57K | Buy |
27
+9
| +50% | +$2.86K | ﹤0.01% | 632 |
|
|
2025
Q1 | $3.54K | Sell |
18
-89
| -83% | -$17.5K | ﹤0.01% | 797 |
|
|
2024
Q4 | $23.8K | Buy |
107
+4
| +4% | +$891 | 0.01% | 300 |
|
|
2024
Q3 | $26.8K | Buy |
103
+91
| +758% | +$23.7K | 0.01% | 279 |
|
|
2024
Q2 | $2.4K | Buy |
12
+3
| +33% | +$601 | ﹤0.01% | 344 |
|
|
2024
Q1 | $1.66K | Buy |
9
+4
| +80% | +$740 | ﹤0.01% | 372 |
|
|
2023
Q4 | $585 | Hold |
5
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $546 | Hold |
5
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $458 | Hold |
5
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $393 | Hold |
5
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $431 | Buy |
+5
| New | +$431 | ﹤0.01% | 490 |
|