PWA
Phoenix Wealth Advisors’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,440
| Closed | -$439K | – | 115 |
|
|
2023
Q4 | $439K | Buy |
7,440
+4,960
| +200% | +$293K | 0.31% | 59 |
|
|
2023
Q3 | $426K | Sell |
2,480
-16
| -0.6% | -$2.75K | 0.25% | 57 |
|
|
2023
Q2 | $372K | Sell |
2,496
-117
| -4% | -$17.5K | 0.22% | 63 |
|
|
2023
Q1 | $243K | Sell |
2,613
-33
| -1% | -$3.07K | 0.15% | 95 |
|
|
2022
Q4 | $275K | Buy |
+2,646
| New | +$275K | 0.17% | 86 |
|