BerganKDV Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $33.7K | Sell |
175
-11
| -6% | -$2.12K | ﹤0.01% | 424 |
|
|
2023
Q1 | $29.8K | Hold |
186
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $30.8K | Sell |
186
-1
| -0.5% | -$166 | ﹤0.01% | 439 |
|
|
2022
Q3 | $25K | Sell |
187
-11
| -6% | -$1.47K | ﹤0.01% | 460 |
|
|
2022
Q2 | $28K | Hold |
198
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $31K | Sell |
198
-92
| -32% | -$14.4K | ﹤0.01% | 458 |
|
|
2021
Q4 | $39K | Buy |
290
+92
| +46% | +$12.4K | ﹤0.01% | 457 |
|
|
2021
Q3 | $24K | Hold |
198
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $23K | Hold |
198
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $23K | Hold |
198
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $19K | Buy |
198
+4
| +2% | +$384 | ﹤0.01% | 481 |
|
|
2020
Q3 | $19K | Hold |
194
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $20K | Hold |
194
| – | – | ﹤0.01% | 454 |
|
|
2020
Q1 | $17K | Buy |
194
+7
| +4% | +$613 | ﹤0.01% | 436 |
|
|
2019
Q4 | $16K | Buy |
187
+12
| +7% | +$1.03K | ﹤0.01% | 474 |
|
|
2019
Q3 | $14K | Hold |
175
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $15K | Hold |
175
| – | – | ﹤0.01% | 463 |
|
|
2019
Q1 | $14K | Hold |
175
| – | – | ﹤0.01% | 479 |
|
|
2018
Q4 | $13K | Hold |
175
| – | – | ﹤0.01% | 435 |
|
|
2018
Q3 | $16K | Hold |
175
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $15K | Buy |
+175
| New | +$15K | ﹤0.01% | 448 |
|