BHWA
Beacon Harbor Wealth Advisors’s Celanese CE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-30,693
| Closed | -$5.16M | – | 69 |
|
2021
Q4 | $5.16M | Sell |
30,693
-553
| -2% | -$92.9K | 1.71% | 24 |
|
2021
Q3 | $4.71M | Buy |
31,246
+1,033
| +3% | +$156K | 1.67% | 18 |
|
2021
Q2 | $4.58M | Buy |
30,213
+293
| +1% | +$44.4K | 1.64% | 19 |
|
2021
Q1 | $4.48M | Buy |
+29,920
| New | +$4.48M | 1.79% | 14 |
|