Congress 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
Q4 | – | Sell |
-2,064
| Closed | -$281K | – | 877 |
|
|
2024
Q3 | $281K | Sell |
2,064
-75
| -4% | -$10.2K | ﹤0.01% | 750 |
|
|
2024
Q2 | $289K | Hold |
2,139
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $368K | Buy |
2,139
+123
| +6% | +$21.1K | 0.01% | 479 |
|
|
2023
Q4 | $313K | Sell |
2,016
-40
| -2% | -$6.22K | 0.01% | 522 |
|
|
2023
Q3 | $258K | Sell |
2,056
-1
| -0% | -$126 | 0.01% | 545 |
|
|
2023
Q2 | $238K | Sell |
2,057
-33
| -2% | -$3.82K | 0.01% | 511 |
|
|
2023
Q1 | $228K | Buy |
+2,090
| New | +$228K | 0.01% | 520 |
|
|
2022
Q3 | – | Sell |
-2,180
| Closed | -$256K | – | 549 |
|
|
2022
Q2 | $256K | Buy |
+2,180
| New | +$256K | 0.01% | 499 |
|