JFS Wealth Advisors’s Cerence CRNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$62 | – | 2008 |
|
|
2023
Q3 | $62 | Hold |
3
| – | – | ﹤0.01% | 1924 |
|
|
2023
Q2 | $88 | Hold |
3
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q1 | $85 | Hold |
3
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q4 | $56 | Buy |
+3
| New | +$56 | ﹤0.01% | 1917 |
|
|
2022
Q3 | – | Sell |
-23
| Closed | -$1K | – | 1765 |
|
|
2022
Q2 | $1K | Buy |
23
+10
| +77% | +$435 | ﹤0.01% | 1496 |
|
|
2022
Q1 | $0 | Buy |
13
+7
| +117% | – | ﹤0.01% | 1842 |
|
|
2021
Q4 | $0 | Sell |
6
-44
| -88% | – | ﹤0.01% | 1742 |
|
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 711 |
|