Icon Wealth Partners’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $123K | Sell |
8,472
-6,447
| -43% | -$93.7K | 0.01% | 350 |
|
|
2023
Q2 | $272K | Sell |
14,919
-2,041
| -12% | -$37.2K | 0.03% | 270 |
|
|
2023
Q1 | $409K | Buy |
+16,960
| New | +$409K | 0.04% | 214 |
|
|
2022
Q2 | $425K | Sell |
19,781
-4,301
| -18% | -$92.4K | 0.05% | 202 |
|
|
2022
Q1 | $517K | Buy |
24,082
+15,921
| +195% | +$342K | 0.05% | 203 |
|
|
2021
Q4 | $232K | Sell |
8,161
-18,754
| -70% | -$533K | 0.02% | 295 |
|
|
2021
Q3 | $891K | Buy |
+26,915
| New | +$891K | 0.09% | 165 |
|