IFP Advisors’s Certara CERT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$287 | – | 3016 |
|
|
2025
Q1 | – | Sell |
-39
| Closed | -$1.03K | – | 3576 |
|
|
2024
Q4 | $1.03K | Buy |
+39
| New | +$1.03K | ﹤0.01% | 3269 |
|
|
2024
Q1 | – | Sell |
-103
| Closed | -$1.81K | – | 3138 |
|
|
2023
Q4 | $1.81K | Hold |
103
| – | – | ﹤0.01% | 2703 |
|
|
2023
Q3 | $1.5K | Buy |
103
+64
| +164% | +$930 | ﹤0.01% | 2910 |
|
|
2023
Q2 | $711 | Buy |
39
+3
| +8% | +$55 | ﹤0.01% | 3142 |
|
|
2023
Q1 | $1.37K | Sell |
36
-95
| -73% | -$3.62K | ﹤0.01% | 3010 |
|
|
2022
Q4 | $5K | Sell |
131
-36
| -22% | -$1.37K | ﹤0.01% | 3765 |
|
|
2022
Q3 | $7K | Buy |
+167
| New | +$7K | ﹤0.01% | 3836 |
|
|
2022
Q1 | – | Sell |
-563
| Closed | -$16K | – | 4549 |
|
|
2021
Q4 | $16K | Buy |
+563
| New | +$16K | ﹤0.01% | 1998 |
|