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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23,214	Closed	-$2M	–	89
2022 Q4	$2M	Sell	23,214 -1,566	-6%	-$135K	1.36%	25
2022 Q3	$2.06M	Buy	24,780 +77	+0.3%	+$6.4K	1.44%	28
2022 Q2	$1.41M	Sell	24,703 -574	-2%	-$32.9K	0.97%	30
2022 Q1	$1.42M	Buy	+25,277	New	+$1.42M	0.85%	31