Cornerstone Planning Group’s Certara CERT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-49	Closed	-$862	–	1116
2023 Q4	$862	Hold	49	–	–	﹤0.01%	737
2023 Q3	$712	Sell	49 -64	-57%	-$930	﹤0.01%	846
2023 Q2	$2.06K	Buy	+113	New	+$2.06K	﹤0.01%	1141
2022 Q4	$16.3K	Buy	+896	New	+$16.3K	0.01%	481