Ropes Wealth Advisors’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,455
| Closed | -$520K | – | 273 |
|
|
2021
Q3 | $520K | Sell |
3,455
-434
| -11% | -$65.3K | 0.08% | 173 |
|
|
2021
Q2 | $590K | Sell |
3,889
-90
| -2% | -$13.7K | 0.09% | 162 |
|
|
2021
Q1 | $669K | Buy |
3,979
+540
| +16% | +$90.8K | 0.12% | 140 |
|
|
2020
Q4 | $447K | Sell |
3,439
-726
| -17% | -$94.4K | 0.07% | 166 |
|
|
2020
Q3 | $448K | Sell |
4,165
-410
| -9% | -$44.1K | 0.09% | 148 |
|
|
2020
Q2 | $395K | Buy |
4,575
+140
| +3% | +$12.1K | 0.08% | 152 |
|
|
2020
Q1 | $325K | Sell |
4,435
-15
| -0.3% | -$1.1K | 0.08% | 146 |
|
|
2019
Q4 | $548K | Buy |
+4,450
| New | +$548K | 0.12% | 135 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$42K | – | 784 |
|
|
2017
Q3 | $42K | Hold |
400
| – | – | 0.01% | 346 |
|
|
2017
Q2 | $38K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2017
Q1 | $36K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $31K | Buy |
+400
| New | +$31K | 0.01% | 362 |
|