VFA
Values First Advisors’s Celldex Therapeutics CLDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,933
| Closed | -$550K | – | 186 |
|
|
2025
Q1 | $550K | Buy |
29,933
+924
| +3% | +$17K | 0.32% | 83 |
|
|
2024
Q4 | $733K | Buy |
29,009
+4,837
| +20% | +$122K | 0.4% | 70 |
|
|
2024
Q3 | $822K | Buy |
24,172
+2,853
| +13% | +$97K | 0.45% | 63 |
|
|
2024
Q2 | $789K | Buy |
21,319
+1,627
| +8% | +$60.2K | 0.47% | 60 |
|
|
2024
Q1 | $826K | Buy |
19,692
+12,293
| +166% | +$516K | 0.48% | 60 |
|
|
2023
Q4 | $293K | Buy |
+7,399
| New | +$293K | 0.18% | 130 |
|
|
2023
Q3 | – | Sell |
-7,560
| Closed | -$257K | – | 166 |
|
|
2023
Q2 | $257K | Buy |
7,560
+2,258
| +43% | +$76.6K | 0.15% | 139 |
|
|
2023
Q1 | $191K | Sell |
5,302
-2,238
| -30% | -$80.5K | 0.12% | 142 |
|
|
2022
Q4 | $336K | Buy |
+7,540
| New | +$336K | 0.23% | 111 |
|