RSWM
Robertson Stephens Wealth Management’s Celanese CE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,349
| Closed | -$301K | – | 549 |
|
2024
Q4 | $301K | Buy |
4,349
+447
| +11% | +$30.9K | 0.01% | 464 |
|
2024
Q3 | $530K | Buy |
3,902
+57
| +1% | +$7.75K | 0.02% | 400 |
|
2024
Q2 | $519K | Buy |
3,845
+81
| +2% | +$10.9K | 0.03% | 328 |
|
2024
Q1 | $647K | Buy |
3,764
+773
| +26% | +$133K | 0.03% | 295 |
|
2023
Q4 | $465K | Buy |
+2,991
| New | +$465K | 0.03% | 320 |
|
2022
Q2 | – | Sell |
-2,377
| Closed | -$339K | – | 380 |
|
2022
Q1 | $339K | Sell |
2,377
-1,315
| -36% | -$188K | 0.03% | 291 |
|
2021
Q4 | $620K | Buy |
+3,692
| New | +$620K | 0.05% | 237 |
|