WR Wealth Planners’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$74K Sell
2024
Q3
$94.6K Buy
2024
Q2
$52.5K Buy
2024
Q1
$47.9K Buy
2023
Q4
Sell
2023
Q3
$20.1K Hold
2023
Q2
$16.8K Hold
2023
Q1
$14.4K Buy
2022
Q4
$3.1K Hold
2022
Q3
$3K Hold
2022
Q2
$2.06K Hold
2022
Q1
$2.02K Buy