Blue Bell Private Wealth Management’s Ceco Environmental CECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$4.01K | – | 676 |
|
|
2023
Q2 | $4.01K | Hold |
300
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $4.2K | Sell |
300
-300
| -50% | -$4.2K | ﹤0.01% | 491 |
|
|
2022
Q4 | $7.01K | Hold |
600
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $4K | Sell |
600
-100
| -14% | -$667 | ﹤0.01% | 533 |
|
|
2022
Q1 | $4K | Buy |
700
+100
| +17% | +$571 | ﹤0.01% | 574 |
|
|
2021
Q4 | $4K | Buy |
+600
| New | +$4K | ﹤0.01% | 555 |
|
|
2016
Q4 | – | Sell |
-2,018
| Closed | -$23K | – | 282 |
|
|
2016
Q3 | $23K | Hold |
2,018
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $18K | Hold |
2,018
| – | – | 0.01% | 303 |
|
|
2016
Q1 | $13K | Hold |
2,018
| – | – | 0.01% | 334 |
|
|
2015
Q4 | $15K | Hold |
2,018
| – | – | 0.01% | 339 |
|
|
2015
Q3 | $17K | Buy |
2,018
+322
| +19% | +$2.71K | 0.01% | 322 |
|
|
2015
Q2 | $19K | Hold |
1,696
| – | – | 0.01% | 318 |
|
|
2015
Q1 | $17K | Hold |
1,696
| – | – | 0.01% | 328 |
|
|
2014
Q4 | $26K | Hold |
1,696
| – | – | 0.02% | 295 |
|
|
2014
Q3 | $23K | Hold |
1,696
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $26K | Hold |
1,696
| – | – | 0.02% | 297 |
|
|
2014
Q1 | $28K | Hold |
1,696
| – | – | 0.02% | 252 |
|
|
2013
Q4 | $27K | Buy |
+1,696
| New | +$27K | 0.02% | 269 |
|