Modera Wealth Management’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,680
| Closed | -$364K | – | 618 |
|
|
2024
Q3 | $364K | Sell |
2,680
-1
| -0% | -$136 | ﹤0.01% | 457 |
|
|
2024
Q2 | $362K | Buy |
2,681
+2
| +0.1% | +$270 | 0.01% | 447 |
|
|
2024
Q1 | $460K | Buy |
2,679
+134
| +5% | +$23K | 0.01% | 399 |
|
|
2023
Q4 | $395K | Hold |
2,545
| – | – | 0.01% | 414 |
|
|
2023
Q3 | $319K | Sell |
2,545
-408
| -14% | -$51.2K | 0.01% | 442 |
|
|
2023
Q2 | $342K | Buy |
2,953
+603
| +26% | +$69.8K | 0.01% | 447 |
|
|
2023
Q1 | $256K | Hold |
2,350
| – | – | 0.01% | 304 |
|
|
2022
Q4 | $240K | Hold |
2,350
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $212K | Hold |
2,350
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $276K | Sell |
2,350
-7
| -0.3% | -$822 | 0.01% | 267 |
|
|
2022
Q1 | $337K | Sell |
2,357
-2,396
| -50% | -$343K | 0.01% | 262 |
|
|
2021
Q4 | $799K | Buy |
4,753
+1,938
| +69% | +$326K | 0.03% | 199 |
|
|
2021
Q3 | $424K | Buy |
2,815
+465
| +20% | +$70K | 0.02% | 165 |
|
|
2021
Q2 | $356K | Hold |
2,350
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $352K | Sell |
2,350
-711
| -23% | -$106K | 0.02% | 167 |
|
|
2020
Q4 | $397K | Buy |
+3,061
| New | +$397K | 0.03% | 152 |
|