KCS Wealth Advisory’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,156
| Closed | -$95.2K | – | 195 |
|
2019
Q3 | $95.2K | Buy |
+1,156
| New | +$95.2K | 0.07% | 200 |
|
2019
Q2 | – | Sell |
-4,824
| Closed | -$384K | – | 153 |
|
2019
Q1 | $384K | Buy |
4,824
+27
| +0.6% | +$2.15K | 0.33% | 111 |
|
2018
Q4 | $357K | Buy |
+4,797
| New | +$357K | 0.38% | 108 |
|