WealthSource Partners’s Celanese CE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,208
| Closed | -$203K | – | 575 |
|
2021
Q4 | $203K | Buy |
+1,208
| New | +$203K | 0.02% | 521 |
|
2021
Q2 | – | Sell |
-1,412
| Closed | -$212K | – | 463 |
|
2021
Q1 | $212K | Buy |
+1,412
| New | +$212K | 0.02% | 401 |
|
2020
Q2 | – | Sell |
-2,796
| Closed | -$205K | – | 346 |
|
2020
Q1 | $205K | Sell |
2,796
-1,181
| -30% | -$86.6K | 0.03% | 305 |
|
2019
Q4 | $490K | Sell |
3,977
-714
| -15% | -$88K | 0.06% | 233 |
|
2019
Q3 | $574K | Buy |
4,691
+1,087
| +30% | +$133K | 0.09% | 212 |
|
2019
Q2 | $389K | Buy |
3,604
+1,474
| +69% | +$159K | 0.06% | 284 |
|
2019
Q1 | $210K | Buy |
+2,130
| New | +$210K | 0.05% | 322 |
|