Reilly Financial Advisors’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $45K | Hold |
1,800
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $54K | Sell |
1,800
-1,200
| -40% | -$36K | ﹤0.01% | 364 |
|
|
2021
Q2 | $76K | Hold |
3,000
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $48K | Sell |
3,000
-1,500
| -33% | -$24K | ﹤0.01% | 368 |
|
|
2020
Q4 | $75K | Hold |
4,500
| – | – | 0.01% | 283 |
|
|
2020
Q3 | $34K | Hold |
4,500
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $18K | Hold |
4,500
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $6K | Hold |
4,500
| – | – | ﹤0.01% | 639 |
|
|
2019
Q4 | $7K | Hold |
4,500
| – | – | ﹤0.01% | 680 |
|
|
2019
Q3 | $5K | Hold |
4,500
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $7K | Hold |
4,500
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $6K | Hold |
4,500
| – | – | ﹤0.01% | 761 |
|
|
2018
Q4 | $5K | Hold |
4,500
| – | – | ﹤0.01% | 745 |
|
|
2018
Q3 | $6K | Hold |
4,500
| – | – | ﹤0.01% | 789 |
|
|
2018
Q2 | $7K | Hold |
4,500
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $7K | Hold |
4,500
| – | – | ﹤0.01% | 715 |
|
|
2017
Q4 | $8K | Hold |
4,500
| – | – | ﹤0.01% | 692 |
|
|
2017
Q3 | $9K | Hold |
4,500
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $6K | Buy |
+4,500
| New | +$6K | ﹤0.01% | 736 |
|
|
2016
Q2 | – | Sell |
-4,500
| Closed | -$3K | – | 812 |
|
|
2016
Q1 | $3K | Hold |
4,500
| – | – | ﹤0.01% | 764 |
|
|
2015
Q4 | $3K | Hold |
4,500
| – | – | ﹤0.01% | 770 |
|
|
2015
Q3 | $3K | Hold |
4,500
| – | – | ﹤0.01% | 1063 |
|
|
2015
Q2 | $4K | Hold |
4,500
| – | – | ﹤0.01% | 1103 |
|
|
2015
Q1 | $2K | Buy |
+4,500
| New | +$2K | ﹤0.01% | 1163 |
|