Cassady Schiller Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40.7K | Buy |
181
+12
| +7% | +$2.7K | 0.01% | 223 |
|
|
2024
Q3 | $38K | Hold |
169
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $38.1K | Hold |
169
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $41.1K | Hold |
169
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $34.7K | Hold |
169
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $30.4K | Hold |
169
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $32.5K | Hold |
169
| – | – | 0.02% | 234 |
|
|
2023
Q1 | $27.1K | Sell |
169
-23
| -12% | -$3.68K | 0.01% | 249 |
|
|
2022
Q4 | $31.8K | Buy |
+192
| New | +$31.8K | 0.02% | 229 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$33K | – | 207 |
|
|
2021
Q4 | $33K | Buy |
+250
| New | +$33K | 0.02% | 233 |
|