Avantax Planning Partners’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,433
| Closed | -$320K | – | 315 |
|
|
2020
Q3 | $320K | Hold |
4,433
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $304K | Buy |
4,433
+6
| +0.1% | +$411 | 0.02% | 214 |
|
|
2020
Q1 | $279K | Hold |
4,427
| – | – | 0.02% | 214 |
|
|
2019
Q4 | $325K | Sell |
4,427
-450
| -9% | -$33K | 0.02% | 224 |
|
|
2019
Q3 | $332K | Hold |
4,877
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $364K | Hold |
4,877
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $279K | Sell |
4,877
-252
| -5% | -$14.4K | 0.02% | 238 |
|
|
2018
Q4 | $269K | Buy |
5,129
+309
| +6% | +$16.2K | 0.02% | 213 |
|
|
2018
Q3 | $310K | Sell |
4,820
-2
| -0% | -$129 | 0.02% | 194 |
|
|
2018
Q2 | $288K | Sell |
4,822
-76
| -2% | -$4.54K | 0.03% | 188 |
|
|
2018
Q1 | $284K | Buy |
4,898
+29
| +0.6% | +$1.68K | 0.02% | 237 |
|
|
2017
Q4 | $328K | Sell |
4,869
-2
| -0% | -$135 | 0.03% | 218 |
|
|
2017
Q3 | $347K | Hold |
4,871
| – | – | 0.03% | 253 |
|
|
2017
Q2 | $324K | Sell |
4,871
-473
| -9% | -$31.5K | 0.03% | 240 |
|
|
2017
Q1 | $314K | Sell |
5,344
-40
| -0.7% | -$2.35K | 0.03% | 235 |
|
|
2016
Q4 | $255K | Buy |
+5,384
| New | +$255K | 0.03% | 249 |
|