WealthPLAN Partners’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,755
| Closed | -$456K | – | 242 |
|
|
2024
Q3 | $456K | Buy |
1,755
+2
| +0.1% | +$520 | 0.06% | 184 |
|
|
2024
Q2 | $351K | Hold |
1,753
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $324K | Hold |
1,753
| – | – | 0.03% | 247 |
|
|
2023
Q4 | $205K | Sell |
1,753
-87
| -5% | -$10.2K | 0.02% | 304 |
|
|
2023
Q3 | $201K | Hold |
1,840
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $168K | Hold |
1,840
| – | – | 0.02% | 318 |
|
|
2023
Q1 | $144K | Buy |
+1,840
| New | +$144K | 0.02% | 356 |
|