J.W. Cole Advisors’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,034
| Closed | -$402K | – | 937 |
|
|
2024
Q2 | $402K | Buy |
7,034
+1,415
| +25% | +$80.8K | 0.02% | 589 |
|
|
2024
Q1 | $466K | Buy |
+5,619
| New | +$466K | 0.02% | 547 |
|
|
2023
Q3 | – | Sell |
-4,290
| Closed | -$213K | – | 745 |
|
|
2023
Q2 | $213K | Buy |
+4,290
| New | +$213K | 0.02% | 684 |
|