MSFP
Mark Sheptoff Financial Planning’s Celestica CLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
31,073
+3,118
| +11% | +$487K | 2.59% | 11 |
|
|
2025
Q1 | $2.2M | Sell |
27,955
-1,030
| -4% | -$81.2K | 1.21% | 19 |
|
|
2024
Q4 | $2.68M | Buy |
28,985
+8,485
| +41% | +$783K | 1.44% | 19 |
|
|
2024
Q3 | $1.05M | Sell |
20,500
-50
| -0.2% | -$2.56K | 0.56% | 35 |
|
|
2024
Q2 | $1.18M | Buy |
+20,550
| New | +$1.18M | 0.66% | 32 |
|
|
2024
Q1 | – | Sell |
-7,900
| Closed | -$231K | – | 409 |
|
|
2023
Q4 | $231K | Buy |
7,900
+5,500
| +229% | +$161K | 0.14% | 81 |
|
|
2023
Q3 | $58.8K | Buy |
+2,400
| New | +$58.8K | 0.04% | 137 |
|
|
2017
Q2 | – | Sell |
-501
| Closed | -$7K | – | 362 |
|
|
2017
Q1 | $7K | Buy |
501
+1
| +0.2% | +$14 | 0.01% | 291 |
|
|
2016
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 290 |
|