Strategic Wealth Partners’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-943
| Closed | -$47.1K | – | 186 |
|
|
2019
Q3 | $47.1K | Buy |
943
+1
| +0.1% | +$50 | 0.24% | 83 |
|
|
2019
Q2 | $102K | Buy |
942
+1
| +0.1% | +$108 | 0.05% | 178 |
|
|
2019
Q1 | $94K | Buy |
941
+225
| +31% | +$22.5K | 0.04% | 189 |
|
|
2018
Q4 | $68K | Buy |
716
+591
| +473% | +$56.1K | 0.03% | 204 |
|
|
2018
Q3 | $14K | Hold |
125
| – | – | 0.01% | 410 |
|
|
2018
Q2 | $14K | Sell |
125
-26
| -17% | -$2.91K | 0.01% | 480 |
|
|
2018
Q1 | $15K | Hold |
151
| – | – | 0.01% | 429 |
|
|
2017
Q4 | $16K | Buy |
+151
| New | +$16K | 0.01% | 404 |
|