Valeo Financial Advisors’s Celanese CE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,826
| Closed | -$248K | – | 699 |
|
|
2024
Q3 | $248K | Sell |
1,826
-11
| -0.6% | -$1.5K | 0.01% | 583 |
|
|
2024
Q2 | $248K | Buy |
1,837
+9
| +0.5% | +$1.21K | 0.01% | 550 |
|
|
2024
Q1 | $284K | Sell |
1,828
-13
| -0.7% | -$2.02K | 0.01% | 520 |
|
|
2023
Q4 | $286K | Buy |
+1,841
| New | +$286K | 0.01% | 505 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | -$1K | – | 663 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q4 | $1K | Sell |
4
-233
| -98% | -$58.3K | ﹤0.01% | 1539 |
|
|
2020
Q3 | $25K | Sell |
237
-7
| -3% | -$738 | ﹤0.01% | 832 |
|
|
2020
Q2 | $21K | Buy |
244
+7
| +3% | +$602 | ﹤0.01% | 981 |
|
|
2020
Q1 | $20K | Sell |
237
-16
| -6% | -$1.35K | ﹤0.01% | 860 |
|
|
2019
Q4 | $31K | Hold |
253
| – | – | ﹤0.01% | 789 |
|
|
2019
Q3 | $31K | Sell |
253
-271
| -52% | -$33.2K | ﹤0.01% | 718 |
|
|
2019
Q2 | $56K | Buy |
524
+125
| +31% | +$13.4K | 0.01% | 562 |
|
|
2019
Q1 | $39K | Hold |
399
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $36K | Hold |
399
| – | – | 0.01% | 565 |
|
|
2018
Q3 | $39K | Buy |
399
+147
| +58% | +$14.4K | 0.01% | 590 |
|
|
2018
Q2 | $29K | Buy |
+252
| New | +$29K | ﹤0.01% | 655 |
|