Financial Architects (New Jersey)’s Ceco Environmental CECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-336
| Closed | -$2K | – | 847 |
|
|
2020
Q1 | $2K | Hold |
336
| – | – | ﹤0.01% | 770 |
|
|
2019
Q4 | $3K | Sell |
336
-500
| -60% | -$3.74K | ﹤0.01% | 802 |
|
|
2019
Q3 | $6K | Hold |
836
| – | – | ﹤0.01% | 798 |
|
|
2019
Q2 | $8K | Buy |
836
+161
| +24% | +$1.38K | ﹤0.01% | 920 |
|
|
2019
Q1 | $5K | Hold |
675
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q4 | $5K | Hold |
675
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q3 | $5K | Hold |
675
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q2 | $4K | Hold |
675
| – | – | ﹤0.01% | 1134 |
|
|
2018
Q1 | $3K | Hold |
675
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q4 | $3K | Sell |
675
-462
| -41% | -$3.11K | ﹤0.01% | 1367 |
|
|
2017
Q3 | $10K | Hold |
1,137
| – | – | ﹤0.01% | 1117 |
|
|
2017
Q2 | $10K | Hold |
1,137
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $12K | Hold |
1,137
| – | – | ﹤0.01% | 1080 |
|
|
2016
Q4 | $16K | Sell |
1,137
-331
| -23% | -$4.04K | ﹤0.01% | 890 |
|
|
2016
Q3 | $17K | Hold |
1,468
| – | – | ﹤0.01% | 873 |
|
|
2016
Q2 | $13K | Hold |
1,468
| – | – | ﹤0.01% | 901 |
|
|
2016
Q1 | $9K | Buy |
+1,468
| New | +$9.94K | ﹤0.01% | 769 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$23K | – | 325 |
|
|
2015
Q2 | $23K | Hold |
2,000
| – | – | 0.01% | 606 |
|
|
2015
Q1 | $21K | Hold |
2,000
| – | – | 0.01% | 566 |
|
|
2014
Q4 | $31K | Sell |
2,000
-150
| -7% | -$2.1K | 0.01% | 428 |
|
|
2014
Q3 | $29K | Sell |
2,150
-100
| -4% | -$1.42K | 0.01% | 394 |
|
|
2014
Q2 | $35K | Buy |
+2,250
| New | +$34.5K | 0.02% | 380 |
|
|
2013
Q4 | – | Sell |
-2,548
| Closed | -$36K | – | 220 |
|
|
2013
Q3 | $36K | Buy |
+2,548
| New | +$33.4K | 0.02% | 286 |
|
Other funds holding CECO
TI
GIC
HA