Concourse Financial Group Securities’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-210
| Closed | -$2.73K | – | 1377 |
|
|
2024
Q4 | $2.73K | Sell |
210
-64
| -23% | -$831 | ﹤0.01% | 1980 |
|
|
2024
Q3 | $3.21K | Sell |
274
-32
| -10% | -$375 | ﹤0.01% | 1930 |
|
|
2024
Q2 | $4.24K | Hold |
306
| – | – | ﹤0.01% | 1897 |
|
|
2024
Q1 | $5.47K | Sell |
306
-7
| -2% | -$125 | ﹤0.01% | 1857 |
|
|
2023
Q4 | $5.51K | Sell |
313
-88
| -22% | -$1.55K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $5.83K | Sell |
401
-71
| -15% | -$1.03K | ﹤0.01% | 1776 |
|
|
2023
Q2 | $8.6K | Sell |
472
-40
| -8% | -$728 | ﹤0.01% | 1691 |
|
|
2023
Q1 | $12.3K | Sell |
512
-176
| -26% | -$4.24K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $11.1K | Sell |
688
-130
| -16% | -$2.09K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $11K | Buy |
818
+74
| +10% | +$995 | ﹤0.01% | 1453 |
|
|
2022
Q2 | $16K | Sell |
744
-85
| -10% | -$1.83K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $18K | Sell |
829
-850
| -51% | -$18.5K | ﹤0.01% | 1512 |
|
|
2021
Q4 | $48K | Sell |
1,679
-192
| -10% | -$5.49K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $62K | Buy |
+1,871
| New | +$62K | ﹤0.01% | 1214 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3050 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2992 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2933 |
|