Gideon Capital Advisors’s Celanese CE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,463
| Closed | -$919K | – | 35 |
|
2019
Q4 | $919K | Buy |
7,463
+1,427
| +24% | +$176K | 0.32% | 121 |
|
2019
Q3 | $738K | Buy |
+6,036
| New | +$738K | 0.24% | 142 |
|
2018
Q3 | – | Sell |
-5,652
| Closed | -$628K | – | 361 |
|
2018
Q2 | $628K | Buy |
+5,652
| New | +$628K | 0.31% | 92 |
|
2017
Q2 | – | Sell |
-6,759
| Closed | -$607K | – | 274 |
|
2017
Q1 | $607K | Buy |
6,759
+1,048
| +18% | +$94.1K | 0.36% | 70 |
|
2016
Q4 | $450K | Buy |
+5,711
| New | +$450K | 0.29% | 108 |
|
2016
Q3 | – | Sell |
-4,369
| Closed | -$286K | – | 193 |
|
2016
Q2 | $286K | Buy |
+4,369
| New | +$286K | 0.17% | 150 |
|
2015
Q1 | – | Sell |
-7,887
| Closed | -$473K | – | 232 |
|
2014
Q4 | $473K | Sell |
7,887
-7,633
| -49% | -$458K | 0.22% | 125 |
|
2014
Q3 | $908K | Sell |
15,520
-10,159
| -40% | -$594K | 0.35% | 96 |
|
2014
Q2 | $1.65M | Buy |
+25,679
| New | +$1.65M | 0.6% | 53 |
|
2014
Q1 | – | Sell |
-3,830
| Closed | -$212K | – | 216 |
|
2013
Q4 | $212K | Buy |
+3,830
| New | +$212K | 0.13% | 172 |
|