Gitterman Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $170K | Buy |
+566
| New | +$170K | 0.04% | 177 |
|
2024
Q4 | – | Sell |
-1,320
| Closed | -$297K | – | 136 |
|
2024
Q3 | $297K | Sell |
1,320
-35
| -3% | -$7.89K | 0.12% | 64 |
|
2024
Q2 | $305K | Buy |
+1,355
| New | +$305K | 0.12% | 61 |
|
2023
Q1 | – | Sell |
-1,599
| Closed | -$265K | – | 90 |
|
2022
Q4 | $265K | Buy |
+1,599
| New | +$265K | 0.13% | 41 |
|
2021
Q2 | – | Sell |
-1,703
| Closed | -$201K | – | 81 |
|
2021
Q1 | $201K | Buy |
+1,703
| New | +$201K | 0.13% | 61 |
|