Baker Tilly Wealth Management’s Celanese CE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,317
| Closed | -$226K | – | 301 |
|
2024
Q1 | $226K | Buy |
1,317
+2
| +0.2% | +$344 | 0.04% | 392 |
|
2023
Q4 | $204K | Buy |
+1,315
| New | +$204K | 0.03% | 449 |
|
2023
Q2 | – | Sell |
-2,985
| Closed | -$325K | – | 553 |
|
2023
Q1 | $325K | Buy |
+2,985
| New | +$325K | 0.04% | 437 |
|
2022
Q2 | – | Sell |
-1,478
| Closed | -$211K | – | 500 |
|
2022
Q1 | $211K | Buy |
1,478
+8
| +0.5% | +$1.14K | 0.02% | 488 |
|
2021
Q4 | $247K | Hold |
1,470
| – | – | 0.03% | 463 |
|
2021
Q3 | $221K | Hold |
1,470
| – | – | 0.03% | 470 |
|
2021
Q2 | $223K | Hold |
1,470
| – | – | 0.04% | 461 |
|
2021
Q1 | $220K | Buy |
+1,470
| New | +$220K | 0.05% | 429 |
|