Clifford Swan Investment Counsel’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,441
| Closed | -$225K | – | 300 |
|
|
2018
Q3 | $225K | Hold |
2,441
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $208K | Hold |
2,441
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $210K | Hold |
2,441
| – | – | 0.01% | 295 |
|
|
2017
Q4 | $224K | Hold |
2,441
| – | – | 0.01% | 292 |
|
|
2017
Q3 | $202K | Hold |
2,441
| – | – | 0.01% | 301 |
|
|
2017
Q2 | $231K | Buy |
+2,441
| New | +$231K | 0.01% | 290 |
|