9WM
CERN
9258 Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,071
| Closed | -$474K | – | 365 |
|
|
2022
Q1 | $474K | Buy |
5,071
+77
| +2% | +$7.2K | 0.11% | 196 |
|
|
2021
Q4 | $464K | Hold |
4,994
| – | – | 0.11% | 206 |
|
|
2021
Q3 | $352K | Hold |
4,994
| – | – | 0.09% | 227 |
|
|
2021
Q2 | $390K | Sell |
4,994
-66
| -1% | -$5.15K | 0.11% | 209 |
|
|
2021
Q1 | $364K | Sell |
5,060
-1,228
| -20% | -$88.3K | 0.11% | 201 |
|
|
2020
Q4 | $493K | Buy |
6,288
+199
| +3% | +$15.6K | 0.16% | 151 |
|
|
2020
Q3 | $427K | Buy |
6,089
+302
| +5% | +$21.2K | 0.16% | 154 |
|
|
2020
Q2 | $397K | Buy |
5,787
+52
| +0.9% | +$3.57K | 0.16% | 160 |
|
|
2020
Q1 | $420K | Buy |
5,735
+385
| +7% | +$28.2K | 0.18% | 142 |
|
|
2019
Q4 | $393K | Buy |
+5,350
| New | +$393K | 0.14% | 180 |
|