Accel Wealth Management’s Central Securities Corp CET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
7,482
+562
| +8% | +$26.9K | 0.12% | 175 |
|
2025
Q1 | $311K | Hold |
6,920
| – | – | 0.11% | 183 |
|
2024
Q4 | $316K | Sell |
6,920
-1,047
| -13% | -$47.8K | 0.12% | 180 |
|
2024
Q3 | $365K | Hold |
7,967
| – | – | 0.14% | 166 |
|
2024
Q2 | $351K | Buy |
7,967
+36
| +0.5% | +$1.59K | 0.14% | 150 |
|
2024
Q1 | $331K | Hold |
7,931
| – | – | 0.14% | 145 |
|
2023
Q4 | $300K | Buy |
7,931
+341
| +4% | +$12.9K | 0.15% | 139 |
|
2023
Q3 | $269K | Hold |
7,590
| – | – | 0.15% | 132 |
|
2023
Q2 | $277K | Buy |
7,590
+42
| +0.6% | +$1.53K | 0.15% | 132 |
|
2023
Q1 | $263K | Buy |
7,548
+6,284
| +497% | +$219K | 0.11% | 175 |
|
2022
Q4 | $42.2K | Hold |
1,264
| – | – | 0.02% | 388 |
|
2022
Q3 | $45K | Hold |
1,264
| – | – | 0.02% | 387 |
|
2022
Q2 | $44K | Sell |
1,264
-1,263
| -50% | -$44K | 0.03% | 376 |
|
2022
Q1 | $104K | Hold |
2,527
| – | – | 0.05% | 252 |
|
2021
Q4 | $113K | Hold |
2,527
| – | – | 0.06% | 243 |
|
2021
Q3 | $107K | Buy |
+2,527
| New | +$107K | 0.07% | 214 |
|