Carson Wealth (CWM LLC)’s Celanese CE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
2,311
-1,470
-39% -$81.4K ﹤0.01% 2508
2025
Q1
$215K Buy
3,781
+548
+17% +$31.2K ﹤0.01% 1874
2024
Q4
$224K Buy
3,233
+200
+7% +$13.9K ﹤0.01% 1754
2024
Q3
$412K Sell
3,033
-53
-2% -$7.2K ﹤0.01% 1402
2024
Q2
$416K Sell
3,086
-6
-0.2% -$809 ﹤0.01% 1266
2024
Q1
$531K Sell
3,092
-203
-6% -$34.9K ﹤0.01% 1110
2023
Q4
$512K Buy
3,295
+261
+9% +$40.6K ﹤0.01% 1056
2023
Q3
$381K Sell
3,034
-28,639
-90% -$3.6M ﹤0.01% 1065
2023
Q2
$3.67M Buy
31,673
+47
+0.1% +$5.44K 0.02% 406
2023
Q1
$3.44M Buy
31,626
+29,236
+1,223% +$3.18M 0.02% 391
2022
Q4
$244K Sell
2,390
-161
-6% -$16.4K ﹤0.01% 1022
2022
Q3
$231K Buy
2,551
+676
+36% +$61.2K ﹤0.01% 993
2022
Q2
$221K Buy
1,875
+524
+39% +$61.8K ﹤0.01% 1009
2022
Q1
$193K Sell
1,351
-91
-6% -$13K ﹤0.01% 1047
2021
Q4
$242K Buy
+1,442
New +$242K ﹤0.01% 938
2021
Q2
$201K Hold
1,327
﹤0.01% 902
2021
Q1
$201K Hold
1,327
﹤0.01% 902
2020
Q4
$201K Hold
1,327
﹤0.01% 902
2020
Q3
$201K Hold
1,327
﹤0.01% 902
2020
Q2
$201K Hold
1,327
﹤0.01% 902
2020
Q1
$201K Hold
1,327
﹤0.01% 902
2019
Q4
$201K Hold
1,327
﹤0.01% 902
2019
Q3
$201K Hold
1,327
﹤0.01% 902
2019
Q2
$201K Hold
1,327
﹤0.01% 902
2019
Q1
$201K Buy
1,327
+432
+48% +$65.4K ﹤0.01% 902
2018
Q4
$81K Buy
895
+139
+18% +$12.6K ﹤0.01% 766
2018
Q3
$86K Buy
756
+31
+4% +$3.53K ﹤0.01% 640
2018
Q2
$81K Buy
725
+157
+28% +$17.5K ﹤0.01% 553
2018
Q1
$57K Buy
568
+100
+21% +$10K ﹤0.01% 531
2017
Q4
$50K Buy
468
+1
+0.2% +$107 ﹤0.01% 531
2017
Q3
$49K Buy
467
+330
+241% +$34.6K ﹤0.01% 531
2017
Q2
$13K Buy
137
+10
+8% +$949 ﹤0.01% 719
2017
Q1
$11K Sell
127
-1,208
-90% -$105K ﹤0.01% 719
2016
Q4
$105K Buy
1,335
+1,015
+317% +$79.8K 0.01% 342
2016
Q3
$21K Buy
+320
New +$21K ﹤0.01% 543