Peterson Wealth Services’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,983
| Closed | -$2.33M | – | 113 |
|
|
2023
Q4 | $2.33M | Sell |
14,983
-3,799
| -20% | -$591K | 1% | 33 |
|
|
2023
Q3 | $2.36M | Buy |
18,782
+605
| +3% | +$76K | 1.76% | 25 |
|
|
2023
Q2 | $2.1M | Buy |
18,177
+908
| +5% | +$105K | 1.01% | 35 |
|
|
2023
Q1 | $1.88M | Buy |
17,269
+2,415
| +16% | +$263K | 0.97% | 38 |
|
|
2022
Q4 | $1.52M | Sell |
14,854
-504
| -3% | -$51.5K | 0.87% | 39 |
|
|
2022
Q3 | $1.39M | Buy |
15,358
+5,134
| +50% | +$464K | 0.98% | 37 |
|
|
2022
Q2 | $1.2M | Buy |
10,224
+416
| +4% | +$48.9K | 0.87% | 39 |
|
|
2022
Q1 | $1.4M | Buy |
9,808
+1,495
| +18% | +$214K | 0.86% | 39 |
|
|
2021
Q4 | $1.4M | Buy |
+8,313
| New | +$1.4M | 0.93% | 41 |
|