FVWA
Foster Victor Wealth Advisors’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24,222
| Closed | -$2.37M | – | 139 |
|
|
2020
Q4 | $2.37M | Buy |
24,222
+4,141
| +21% | +$405K | 0.54% | 47 |
|
|
2020
Q3 | $1.95M | Buy |
20,081
+4,413
| +28% | +$428K | 0.53% | 48 |
|
|
2020
Q2 | $1.58M | Buy |
15,668
+3,669
| +31% | +$370K | 0.52% | 48 |
|
|
2020
Q1 | $1.03M | Buy |
11,999
+2,113
| +21% | +$181K | 0.45% | 60 |
|
|
2019
Q4 | $845K | Buy |
9,886
+331
| +3% | +$28.3K | 0.37% | 60 |
|
|
2019
Q3 | $782K | Buy |
9,555
+3,150
| +49% | +$258K | 0.44% | 55 |
|
|
2019
Q2 | $563K | Sell |
6,405
-6,412
| -50% | -$564K | 0.41% | 50 |
|
|
2019
Q1 | $1.02M | Buy |
12,817
+4,568
| +55% | +$363K | 0.79% | 17 |
|
|
2018
Q4 | $614K | Buy |
+8,249
| New | +$614K | 0.58% | 27 |
|