DWA
CERN
Dougherty Wealth Advisers’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-610
| Closed | -$48K | – | 150 |
|
|
2020
Q4 | $48K | Hold |
610
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $44K | Hold |
610
| – | – | 0.15% | 107 |
|
|
2020
Q2 | $42K | Hold |
610
| – | – | 0.15% | 107 |
|
|
2020
Q1 | $38K | Hold |
610
| – | – | 0.15% | 110 |
|
|
2019
Q4 | $45K | Hold |
610
| – | – | 0.14% | 124 |
|
|
2019
Q3 | $42K | Hold |
610
| – | – | 0.14% | 120 |
|
|
2019
Q2 | $45K | Hold |
610
| – | – | 0.13% | 128 |
|
|
2019
Q1 | $35K | Hold |
610
| – | – | 0.12% | 131 |
|
|
2018
Q4 | $34K | Buy |
+610
| New | +$34K | 0.11% | 134 |
|