Berman Capital Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $123K | Buy |
1,036
+338
| +48% | +$40.1K | 0.02% | 382 |
|
|
2021
Q2 | $80K | Buy |
698
+106
| +18% | +$12.1K | 0.01% | 435 |
|
|
2021
Q1 | $69K | Buy |
592
+233
| +65% | +$27.2K | 0.01% | 379 |
|
|
2020
Q4 | $35K | Buy |
359
+13
| +4% | +$1.27K | 0.01% | 499 |
|
|
2020
Q3 | $33K | Hold |
346
| – | – | 0.01% | 449 |
|
|
2020
Q2 | $34K | Buy |
346
+11
| +3% | +$1.08K | 0.01% | 408 |
|
|
2020
Q1 | $28K | Buy |
335
+79
| +31% | +$6.6K | 0.01% | 410 |
|
|
2019
Q4 | $21K | Hold |
256
| – | – | 0.01% | 514 |
|
|
2019
Q3 | $21K | Hold |
256
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $21K | Buy |
256
+21
| +9% | +$1.72K | 0.01% | 497 |
|
|
2019
Q1 | $18K | Buy |
235
+119
| +103% | +$9.12K | 0.01% | 479 |
|
|
2018
Q4 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 553 |
|