BWP
CERN
Baldwin Wealth Partners’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 561 |
|
|
2019
Q3 | $1K | Sell |
12
-2,394
| -100% | -$200K | ﹤0.01% | 516 |
|
|
2019
Q2 | $176K | Sell |
2,406
-1,086
| -31% | -$79.4K | 0.03% | 208 |
|
|
2019
Q1 | $200K | Hold |
3,492
| – | – | 0.03% | 202 |
|
|
2018
Q4 | $183K | Hold |
3,492
| – | – | 0.03% | 198 |
|
|
2018
Q3 | $225K | Buy |
3,492
+291
| +9% | +$18.8K | 0.03% | 195 |
|
|
2018
Q2 | $191K | Buy |
+3,201
| New | +$191K | 0.03% | 204 |
|
|
2016
Q3 | – | Sell |
-250
| Closed | -$15K | – | 574 |
|
|
2016
Q2 | $15K | Sell |
250
-118
| -32% | -$7.08K | ﹤0.01% | 363 |
|
|
2016
Q1 | $19K | Buy |
+368
| New | +$19K | ﹤0.01% | 369 |
|
|
2015
Q3 | – | Sell |
-2,163
| Closed | -$149K | – | 262 |
|
|
2015
Q2 | $149K | Hold |
2,163
| – | – | 0.02% | 229 |
|
|
2015
Q1 | $158K | Buy |
2,163
+479
| +28% | +$35K | 0.02% | 225 |
|
|
2014
Q4 | $109K | Buy |
+1,684
| New | +$109K | 0.02% | 238 |
|
|
2014
Q2 | – | Sell |
-29,941
| Closed | -$1.68M | – | 258 |
|
|
2014
Q1 | $1.68M | Sell |
29,941
-8,000
| -21% | -$450K | 0.27% | 78 |
|
|
2013
Q4 | $2.12M | Buy |
37,941
+1,124
| +3% | +$62.7K | 0.34% | 75 |
|
|
2013
Q3 | $1.94M | Buy |
36,817
+18,011
| +96% | +$947K | 0.35% | 71 |
|
|
2013
Q2 | $1.81M | Buy |
+18,806
| New | +$1.81M | 0.36% | 78 |
|