Avantax Planning Partners’s Celgene Corp CELG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,571
| Closed | -$454K | – | 320 |
|
|
2019
Q3 | $454K | Sell |
4,571
-97
| -2% | -$9.63K | 0.03% | 180 |
|
|
2019
Q2 | $435K | Buy |
4,668
+27
| +0.6% | +$2.52K | 0.03% | 188 |
|
|
2019
Q1 | $438K | Buy |
+4,641
| New | +$438K | 0.03% | 178 |
|
|
2018
Q4 | – | Sell |
-2,436
| Closed | -$218K | – | 1476 |
|
|
2018
Q3 | $218K | Buy |
+2,436
| New | +$218K | 0.02% | 228 |
|
|
2018
Q2 | – | Sell |
-8,938
| Closed | -$797K | – | 1877 |
|
|
2018
Q1 | $797K | Buy |
8,938
+224
| +3% | +$20K | 0.07% | 116 |
|
|
2017
Q4 | $909K | Sell |
8,714
-3,973
| -31% | -$414K | 0.08% | 107 |
|
|
2017
Q3 | $1.85M | Buy |
12,687
+6,873
| +118% | +$1M | 0.15% | 68 |
|
|
2017
Q2 | $755K | Sell |
5,814
-77
| -1% | -$10K | 0.06% | 141 |
|
|
2017
Q1 | $733K | Sell |
5,891
-428
| -7% | -$53.3K | 0.07% | 141 |
|
|
2016
Q4 | $731K | Buy |
+6,319
| New | +$731K | 0.08% | 125 |
|