BWM
BerganKDV Wealth Management’s Celanese CE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.05M | Buy |
17,740
+336
| +2% | +$38.9K | 0.21% | 83 |
|
|
2023
Q1 | $1.9M | Sell |
17,404
-258
| -1% | -$28.1K | 0.2% | 93 |
|
|
2022
Q4 | $1.81M | Sell |
17,662
-442
| -2% | -$45.2K | 0.2% | 97 |
|
|
2022
Q3 | $1.64M | Buy |
18,104
+1,064
| +6% | +$96.2K | 0.2% | 98 |
|
|
2022
Q2 | $2M | Buy |
17,040
+55
| +0.3% | +$6.47K | 0.23% | 88 |
|
|
2022
Q1 | $2.43M | Buy |
16,985
+1,922
| +13% | +$275K | 0.26% | 81 |
|
|
2021
Q4 | $2.53M | Sell |
15,063
-772
| -5% | -$130K | 0.26% | 81 |
|
|
2021
Q3 | $2.39M | Sell |
15,835
-179
| -1% | -$27K | 0.27% | 77 |
|
|
2021
Q2 | $2.43M | Sell |
16,014
-74
| -0.5% | -$11.2K | 0.29% | 72 |
|
|
2021
Q1 | $2.41M | Sell |
16,088
-309
| -2% | -$46.3K | 0.31% | 68 |
|
|
2020
Q4 | $2.13M | Buy |
16,397
+395
| +2% | +$51.3K | 0.3% | 71 |
|
|
2020
Q3 | $1.72M | Buy |
16,002
+703
| +5% | +$75.5K | 0.27% | 79 |
|
|
2020
Q2 | $1.32M | Buy |
+15,299
| New | +$1.32M | 0.23% | 87 |
|