Clear Perspective Advisors’s Cencora COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-75
Closed -$6K 192
2018
Q2
$6K Sell
75
-206
-73% -$16.5K ﹤0.01% 407
2018
Q1
$24K Sell
281
-8,145
-97% -$696K 0.02% 293
2017
Q4
$774K Sell
8,426
-2,719
-24% -$250K 0.59% 41
2017
Q3
$922K Sell
11,145
-4,788
-30% -$396K 0.75% 34
2017
Q2
$1.51M Sell
15,933
-300
-2% -$28.4K 1.27% 14
2017
Q1
$1.44M Sell
16,233
-3,998
-20% -$354K 0.95% 20
2016
Q4
$1.58M Buy
+20,231
New +$1.58M 1.05% 16