Abound Wealth Management’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$160 | – | 1282 |
|
|
2024
Q4 | $160 | Hold |
15
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q3 | $176 | Hold |
15
| – | – | ﹤0.01% | 1231 |
|
|
2024
Q2 | $208 | Hold |
15
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q1 | $269 | Hold |
15
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q4 | $264 | Buy |
15
+5
| +50% | +$88 | ﹤0.01% | 1211 |
|
|
2023
Q3 | $146 | Hold |
10
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q2 | $183 | Buy |
+10
| New | +$183 | ﹤0.01% | 1160 |
|