Perigon Wealth Management’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,718
| Closed | -$457K | – | 612 |
|
|
2021
Q4 | $457K | Buy |
2,718
+27
| +1% | +$4.54K | 0.03% | 361 |
|
|
2021
Q3 | $405K | Buy |
+2,691
| New | +$405K | 0.04% | 347 |
|
|
2021
Q1 | – | Sell |
-316
| Closed | -$41K | – | 575 |
|
|
2020
Q4 | $41K | Buy |
+316
| New | +$41K | ﹤0.01% | 794 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$20K | – | 295 |
|
|
2018
Q1 | $20K | Hold |
200
| – | – | 0.01% | 437 |
|
|
2017
Q4 | $21K | Buy |
+200
| New | +$21K | 0.01% | 403 |
|
|
2017
Q1 | – | Sell |
-125
| Closed | -$11K | – | 629 |
|
|
2016
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 548 |
|
|
2016
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 502 |
|
|
2016
Q2 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 380 |
|