Integrated Wealth Concepts’s Cerence CRNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,022
| Closed | -$308K | – | 953 |
|
|
2021
Q4 | $308K | Sell |
4,022
-99
| -2% | -$7.58K | 0.01% | 761 |
|
|
2021
Q3 | $396K | Buy |
4,121
+590
| +17% | +$56.7K | 0.01% | 634 |
|
|
2021
Q2 | $377K | Sell |
3,531
-78
| -2% | -$8.33K | 0.01% | 601 |
|
|
2021
Q1 | $323K | Buy |
3,609
+84
| +2% | +$7.52K | 0.01% | 572 |
|
|
2020
Q4 | $354K | Buy |
+3,525
| New | +$354K | 0.02% | 488 |
|