Oxford Financial Group’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 |
-2,666
| Closed | -$362K | – | 302 |
|
|
2024
Q3 | $362K | Sell |
2,666
-550
| -17% | -$74.8K | 0.02% | 181 |
|
|
2024
Q2 | $434K | Buy |
3,216
+341
| +12% | +$46K | 0.03% | 168 |
|
|
2024
Q1 | $494K | Hold |
2,875
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $447K | Hold |
2,875
| – | – | 0.03% | 150 |
|
|
2023
Q3 | $361K | Hold |
2,875
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $333K | Sell |
2,875
-94
| -3% | -$10.9K | 0.03% | 169 |
|
|
2023
Q1 | $323K | Hold |
2,969
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $304K | Buy |
2,969
+56
| +2% | +$5.73K | 0.04% | 153 |
|
|
2022
Q3 | $263K | Sell |
2,913
-33
| -1% | -$2.98K | 0.04% | 147 |
|
|
2022
Q2 | $346K | Buy |
2,946
+33
| +1% | +$3.88K | 0.05% | 136 |
|
|
2022
Q1 | $416K | Hold |
2,913
| – | – | 0.05% | 129 |
|
|
2021
Q4 | $490K | Hold |
2,913
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $439K | Hold |
2,913
| – | – | 0.06% | 123 |
|
|
2021
Q2 | $442K | Buy |
2,913
+38
| +1% | +$5.77K | 0.06% | 119 |
|
|
2021
Q1 | $431K | Hold |
2,875
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $374K | Hold |
2,875
| – | – | 0.05% | 129 |
|
|
2020
Q3 | $309K | Hold |
2,875
| – | – | 0.05% | 129 |
|
|
2020
Q2 | $248K | Hold |
2,875
| – | – | 0.04% | 142 |
|
|
2020
Q1 | $211K | Buy |
+2,875
| New | +$211K | 0.04% | 146 |
|