WDG
Wealth Dimensions Group’s Constellation Energy CEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
1,539
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $310K | Sell |
1,539
-121
| -7% | -$24.4K | 0.07% | 126 |
|
|
2024
Q4 | $371K | Sell |
1,660
-97
| -6% | -$21.7K | 0.09% | 104 |
|
|
2024
Q3 | $457K | Buy |
1,757
+1
| +0.1% | +$260 | 0.12% | 92 |
|
|
2024
Q2 | $352K | Sell |
1,756
-49
| -3% | -$9.82K | 0.1% | 102 |
|
|
2024
Q1 | $334K | Hold |
1,805
| – | – | 0.1% | 105 |
|
|
2023
Q4 | $211K | Buy |
+1,805
| New | +$211K | 0.07% | 130 |
|