Commonwealth Equity Services’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,587
| Closed | -$279K | – | 4064 |
|
|
2024
Q1 | $279K | Sell |
15,587
-4,622
| -23% | -$82.7K | ﹤0.01% | 3338 |
|
|
2023
Q4 | $355K | Buy |
20,209
+1,154
| +6% | +$20.3K | ﹤0.01% | 3013 |
|
|
2023
Q3 | $277K | Buy |
19,055
+4,528
| +31% | +$65.8K | ﹤0.01% | 3101 |
|
|
2023
Q2 | $265K | Buy |
14,527
+3,118
| +27% | +$56.9K | ﹤0.01% | 3148 |
|
|
2023
Q1 | $275 | Buy |
11,409
+272
| +2% | +$7 | ﹤0.01% | 3035 |
|
|
2022
Q4 | $178K | Sell |
11,137
-815
| -7% | -$13K | ﹤0.01% | 3275 |
|
|
2022
Q3 | $158K | Buy |
+11,952
| New | +$158K | ﹤0.01% | 3270 |
|