Avantax Planning Partners’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,500
| Closed | -$340K | – | 437 |
|
|
2024
Q3 | $340K | Sell |
2,500
-137
| -5% | -$18.6K | 0.01% | 313 |
|
|
2024
Q2 | $356K | Sell |
2,637
-28
| -1% | -$3.78K | 0.01% | 333 |
|
|
2024
Q1 | $458K | Hold |
2,665
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $414K | Sell |
2,665
-4
| -0.1% | -$621 | 0.02% | 259 |
|
|
2023
Q3 | $335K | Sell |
2,669
-43
| -2% | -$5.4K | 0.01% | 269 |
|
|
2023
Q2 | $314K | Hold |
2,712
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $295K | Hold |
2,712
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $277K | Sell |
2,712
-38
| -1% | -$3.89K | 0.01% | 308 |
|
|
2022
Q3 | $248K | Hold |
2,750
| – | – | 0.01% | 299 |
|
|
2022
Q2 | $323K | Hold |
2,750
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $393K | Buy |
2,750
+38
| +1% | +$5.43K | 0.02% | 247 |
|
|
2021
Q4 | $456K | Hold |
2,712
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $409K | Buy |
2,712
+75
| +3% | +$11.3K | 0.02% | 220 |
|
|
2021
Q2 | $400K | Sell |
2,637
-1,016
| -28% | -$154K | 0.02% | 220 |
|
|
2021
Q1 | $547K | Buy |
3,653
+1,016
| +39% | +$152K | 0.03% | 178 |
|
|
2020
Q4 | $343K | Sell |
2,637
-77
| -3% | -$10K | 0.02% | 204 |
|
|
2020
Q3 | $292K | Buy |
2,714
+137
| +5% | +$14.7K | 0.02% | 230 |
|
|
2020
Q2 | $222K | Buy |
+2,577
| New | +$222K | 0.01% | 250 |
|
|
2020
Q1 | – | Sell |
-2,581
| Closed | -$318K | – | 274 |
|
|
2019
Q4 | $318K | Sell |
2,581
-32
| -1% | -$3.94K | 0.02% | 225 |
|
|
2019
Q3 | $320K | Buy |
2,613
+36
| +1% | +$4.41K | 0.02% | 222 |
|
|
2019
Q2 | $270K | Sell |
2,577
-3
| -0.1% | -$314 | 0.02% | 245 |
|
|
2019
Q1 | $254K | Sell |
2,580
-3
| -0.1% | -$295 | 0.02% | 250 |
|
|
2018
Q4 | $232K | Buy |
2,583
+13
| +0.5% | +$1.17K | 0.02% | 237 |
|
|
2018
Q3 | $293K | Hold |
2,570
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $287K | Sell |
2,570
-20
| -0.8% | -$2.23K | 0.03% | 189 |
|
|
2018
Q1 | $259K | Buy |
2,590
+7
| +0.3% | +$700 | 0.02% | 253 |
|
|
2017
Q4 | $277K | Sell |
2,583
-87
| -3% | -$9.33K | 0.03% | 235 |
|
|
2017
Q3 | $278K | Hold |
2,670
| – | – | 0.02% | 290 |
|
|
2017
Q2 | $253K | Buy |
2,670
+10
| +0.4% | +$948 | 0.02% | 287 |
|
|
2017
Q1 | $239K | Hold |
2,660
| – | – | 0.02% | 276 |
|
|
2016
Q4 | $209K | Buy |
+2,660
| New | +$209K | 0.02% | 291 |
|