Doyle Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $269K | Hold |
1,987
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $281K | Hold |
1,987
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $307K | Hold |
1,987
| – | – | 0.02% | 196 |
|
|
2021
Q4 | $264K | Buy |
1,987
+2
| +0.1% | +$266 | 0.02% | 198 |
|
|
2021
Q3 | $237K | Buy |
1,985
+2
| +0.1% | +$239 | 0.02% | 202 |
|
|
2021
Q2 | $227K | Buy |
1,983
+2
| +0.1% | +$229 | 0.02% | 204 |
|
|
2021
Q1 | $234K | Buy |
+1,981
| New | +$234K | 0.02% | 195 |
|
|
2019
Q3 | – | Sell |
-7,214
| Closed | -$733K | – | 302 |
|
|
2019
Q2 | $733K | Buy |
+7,214
| New | +$733K | 0.1% | 88 |
|
|
2019
Q1 | – | Sell |
-1,795
| Closed | -$134K | – | 292 |
|
|
2018
Q4 | $134K | Buy |
+1,795
| New | +$134K | 0.02% | 217 |
|