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