Avantax Advisory Services’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
47,814
-3,974
| -8% | -$46.5K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $513K | Buy |
51,788
+17,931
| +53% | +$178K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $361K | Sell |
33,857
-17,660
| -34% | -$188K | ﹤0.01% | 1662 |
|
|
2024
Q3 | $603K | Sell |
51,517
-4,939
| -9% | -$57.8K | ﹤0.01% | 1290 |
|
|
2024
Q2 | $782K | Buy |
+56,456
| New | +$782K | 0.01% | 1114 |
|