Financial Synergies Wealth Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$33.1K | – | 517 |
|
|
2023
Q4 | $33.1K | Buy |
+200
| New | +$33.1K | 0.01% | 113 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$38.5K | – | 504 |
|
|
2023
Q2 | $38.5K | Hold |
200
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $32K | Hold |
200
| – | – | ﹤0.01% | 140 |
|
|
2022
Q4 | $33.1K | Hold |
200
| – | – | 0.01% | 113 |
|
|
2022
Q3 | $27.1K | Hold |
200
| – | – | ﹤0.01% | 115 |
|
|
2022
Q2 | $28.3K | Buy |
+200
| New | +$28.3K | ﹤0.01% | 123 |
|