Icon Wealth Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,405
| Closed | -$147K | – | 481 |
|
|
2024
Q2 | $147K | Sell |
9,405
-2,090
| -18% | -$32.6K | 0.01% | 379 |
|
|
2024
Q1 | $206K | Sell |
11,495
-1,333
| -10% | -$23.8K | 0.02% | 331 |
|
|
2023
Q4 | $226K | Buy |
+12,828
| New | +$226K | 0.02% | 310 |
|
|
2022
Q4 | $212K | Sell |
13,164
-1,218
| -8% | -$19.6K | 0.02% | 303 |
|
|
2022
Q3 | $191K | Buy |
+14,382
| New | +$191K | 0.02% | 300 |
|