FDx Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,495
| Closed | -$206K | – | 222 |
|
|
2024
Q1 | $206K | Buy |
11,495
+13
| +0.1% | +$233 | 0.03% | 344 |
|
|
2023
Q4 | $202K | Buy |
+11,482
| New | +$202K | 0.02% | 651 |
|
|
2023
Q3 | – | Sell |
-14,919
| Closed | -$272K | – | 648 |
|
|
2023
Q2 | $272K | Buy |
+14,919
| New | +$272K | 0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-21,857
| Closed | -$469K | – | 740 |
|
|
2022
Q2 | $469K | Sell |
21,857
-2,414
| -10% | -$51.8K | 0.02% | 499 |
|
|
2022
Q1 | $521K | Buy |
24,271
+14,088
| +138% | +$302K | 0.02% | 495 |
|
|
2021
Q4 | $289K | Sell |
10,183
-16,732
| -62% | -$475K | 0.01% | 714 |
|
|
2021
Q3 | $891K | Buy |
+26,915
| New | +$891K | 0.03% | 360 |
|