Walled Lake Planning & Wealth Management’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$2M Sell
2022
Q3
$2.06M Buy
2022
Q2
$1.41M Sell
2022
Q1
$1.42M Buy