Bell Investment Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34
| Closed | -$620 | – | 1937 |
|
|
2023
Q2 | $620 | Sell |
34
-21
| -38% | -$383 | ﹤0.01% | 1740 |
|
|
2023
Q1 | $1.33K | Buy |
55
+21
| +62% | +$507 | ﹤0.01% | 1448 |
|
|
2022
Q4 | $546 | Buy |
+34
| New | +$546 | ﹤0.01% | 1777 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1792 |
|
|
2021
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1304 |
|