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 |
|