WR Wealth Planners’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 | $74K | Sell |
331
-33
| -9% | -$7.38K | 0.02% | 275 |
|
|
2024
Q3 | $94.6K | Buy |
364
+102
| +39% | +$26.5K | 0.03% | 268 |
|
|
2024
Q2 | $52.5K | Buy |
262
+3
| +1% | +$601 | 0.02% | 327 |
|
|
2024
Q1 | $47.9K | Buy |
+259
| New | +$47.9K | 0.01% | 339 |
|
|
2023
Q4 | – | Sell |
-184
| Closed | -$20.1K | – | 284 |
|
|
2023
Q3 | $20.1K | Hold |
184
| – | – | 0.01% | 422 |
|
|
2023
Q2 | $16.8K | Hold |
184
| – | – | 0.01% | 464 |
|
|
2023
Q1 | $14.4K | Buy |
184
+148
| +411% | +$11.6K | 0.01% | 473 |
|
|
2022
Q4 | $3.1K | Hold |
36
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $2.06K | Hold |
36
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $2.03K | Buy |
+36
| New | +$2.03K | ﹤0.01% | 428 |
|