J.W. Cole Advisors’s Cerner Corp CERN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,125
| Closed | -$297K | – | 769 |
|
2021
Q1 | $297K | Sell |
4,125
-41
| -1% | -$2.95K | 0.03% | 520 |
|
2020
Q4 | $327K | Sell |
4,166
-1,105
| -21% | -$86.7K | 0.03% | 454 |
|
2020
Q3 | $381K | Buy |
+5,271
| New | +$381K | 0.03% | 484 |
|
2020
Q1 | – | Sell |
-3,369
| Closed | -$247K | – | 538 |
|
2019
Q4 | $247K | Buy |
+3,369
| New | +$247K | 0.03% | 467 |
|