Kingswood Wealth Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,675
| Closed | -$602K | – | 814 |
|
|
2024
Q3 | $602K | Sell |
2,675
-230
| -8% | -$51.8K | 0.04% | 408 |
|
|
2024
Q2 | $655K | Buy |
+2,905
| New | +$655K | 0.06% | 315 |
|
|
2024
Q1 | – | Sell |
-2,845
| Closed | -$584K | – | 631 |
|
|
2023
Q4 | $584K | Buy |
2,845
+1,350
| +90% | +$277K | 0.07% | 306 |
|
|
2023
Q3 | $829K | Buy |
+1,495
| New | +$829K | 0.14% | 167 |
|