IFWM
CET
Institute for Wealth Management’s Central Securities Corp CET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
16,982
-809
| -5% | -$38.7K | 0.09% | 231 |
|
|
2025
Q1 | $800K | Sell |
17,791
-763
| -4% | -$34.3K | 0.1% | 224 |
|
|
2024
Q4 | $848K | Sell |
18,554
-1,219
| -6% | -$55.7K | 0.11% | 202 |
|
|
2024
Q3 | $906K | Hold |
19,773
| – | – | 0.11% | 195 |
|
|
2024
Q2 | $870K | Hold |
19,773
| – | – | 0.12% | 184 |
|
|
2024
Q1 | $826K | Sell |
19,773
-9
| -0% | -$376 | 0.11% | 194 |
|
|
2023
Q4 | $747K | Sell |
19,782
-7,961
| -29% | -$301K | 0.12% | 197 |
|
|
2023
Q3 | $984K | Hold |
27,743
| – | – | 0.18% | 141 |
|
|
2023
Q2 | $1.01M | Hold |
27,743
| – | – | 0.17% | 137 |
|
|
2023
Q1 | $965K | Hold |
27,743
| – | – | 0.18% | 141 |
|
|
2022
Q4 | $926K | Hold |
27,743
| – | – | 0.19% | 140 |
|
|
2022
Q3 | $936K | Hold |
27,743
| – | – | 0.21% | 125 |
|
|
2022
Q2 | $977K | Sell |
27,743
-126
| -0.5% | -$4.44K | 0.19% | 133 |
|
|
2022
Q1 | $1.15M | Hold |
27,869
| – | – | 0.19% | 130 |
|
|
2021
Q4 | $1.24M | Sell |
27,869
-722
| -3% | -$32.2K | 0.2% | 129 |
|
|
2021
Q3 | $1.21M | Sell |
28,591
-130
| -0.5% | -$5.49K | 0.21% | 119 |
|
|
2021
Q2 | $1.21M | Sell |
28,721
-50
| -0.2% | -$2.11K | 0.21% | 118 |
|
|
2021
Q1 | $1.09M | Hold |
28,771
| – | – | 0.21% | 125 |
|
|
2020
Q4 | $939K | Sell |
28,771
-518
| -2% | -$16.9K | 0.19% | 136 |
|
|
2020
Q3 | $849K | Hold |
29,289
| – | – | 0.19% | 131 |
|
|
2020
Q2 | $845K | Buy |
29,289
+68
| +0.2% | +$1.96K | 0.21% | 131 |
|
|
2020
Q1 | $754K | Sell |
29,221
-2,140
| -7% | -$55.2K | 0.23% | 114 |
|
|
2019
Q4 | $1.04M | Sell |
31,361
-255
| -0.8% | -$8.44K | 0.23% | 116 |
|
|
2019
Q3 | $993K | Sell |
31,616
-1,123
| -3% | -$35.3K | 0.25% | 120 |
|
|
2019
Q2 | $999K | Sell |
32,739
-100
| -0.3% | -$3.05K | 0.22% | 134 |
|
|
2019
Q1 | $941K | Buy |
+32,839
| New | +$941K | 0.2% | 135 |
|
|
2018
Q4 | – | Sell |
-32,344
| Closed | -$955K | – | 274 |
|
|
2018
Q3 | $955K | Sell |
32,344
-445
| -1% | -$13.1K | 0.32% | 104 |
|
|
2018
Q2 | $915K | Sell |
32,789
-352
| -1% | -$9.82K | 0.29% | 119 |
|
|
2018
Q1 | $897K | Sell |
33,141
-1,056
| -3% | -$28.6K | 0.26% | 142 |
|
|
2017
Q4 | $939K | Hold |
34,197
| – | – | 0.22% | 142 |
|
|
2017
Q3 | $886K | Hold |
34,197
| – | – | 0.29% | 119 |
|
|
2017
Q2 | $851K | Buy |
+34,197
| New | +$851K | 0.23% | 141 |
|