Heritage Wealth Management (Arizona)’s Certara CERT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$178K	Buy	11,052 +5,555	+101%	+$89.3K	0.03%	344
2022 Q3	$73K	Buy	5,497 +28	+0.5%	+$372	0.02%	357
2022 Q2	$117K	Sell	5,469 -55	-1%	-$1.18K	0.04%	310
2022 Q1	$119K	Buy	+5,524	New	+$119K	0.03%	347