Cypress Wealth Services’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,404
| Closed | -$270K | – | 242 |
|
|
2023
Q2 | $270K | Buy |
+1,404
| New | +$270K | 0.07% | 197 |
|
|
2022
Q3 | – | Sell |
-2,176
| Closed | -$308K | – | 230 |
|
|
2022
Q2 | $308K | Buy |
2,176
+145
| +7% | +$20.5K | 0.1% | 171 |
|
|
2022
Q1 | $314K | Buy |
2,031
+116
| +6% | +$17.9K | 0.09% | 176 |
|
|
2021
Q4 | $254K | Buy |
1,915
+113
| +6% | +$15K | 0.07% | 193 |
|
|
2021
Q3 | $215K | Sell |
1,802
-366
| -17% | -$43.7K | 0.06% | 206 |
|
|
2021
Q2 | $248K | Buy |
2,168
+175
| +9% | +$20K | 0.07% | 221 |
|
|
2021
Q1 | $235K | Buy |
+1,993
| New | +$235K | 0.05% | 251 |
|