Patriot Financial Group Insurance Agency’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,440
| Closed | -$668K | – | 461 |
|
|
2023
Q2 | $668K | Hold |
13,440
| – | – | 0.13% | 191 |
|
|
2023
Q1 | $416K | Buy |
+13,440
| New | +$416K | 0.08% | 260 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$9K | – | 2151 |
|
|
2021
Q3 | $9K | Sell |
300
-150
| -33% | -$4.5K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 1402 |
|