EverSource Wealth Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.21K | Sell |
360
-177
| -33% | -$2.07K | ﹤0.01% | 3225 |
|
2025
Q1 | $5.32K | Buy |
537
+378
| +238% | +$3.74K | ﹤0.01% | 2460 |
|
2024
Q4 | $1.69K | Sell |
159
-129
| -45% | -$1.37K | ﹤0.01% | 2775 |
|
2024
Q3 | $3.37K | Buy |
288
+46
| +19% | +$539 | ﹤0.01% | 2372 |
|
2024
Q2 | $3.78K | Sell |
242
-268
| -53% | -$4.18K | ﹤0.01% | 2317 |
|
2024
Q1 | $8.73K | Buy |
510
+453
| +795% | +$7.75K | ﹤0.01% | 1762 |
|
2023
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 2401 |
|