LWM
Lyons Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,254
| Closed | -$665K | – | 50 |
|
|
2017
Q4 | $665K | Sell |
7,254
-932
| -11% | -$85.4K | 1.09% | 28 |
|
|
2017
Q3 | $677K | Buy |
+8,186
| New | +$677K | 1.02% | 28 |
|
|
2015
Q4 | – | Sell |
-6,154
| Closed | -$585K | – | 60 |
|
|
2015
Q3 | $585K | Hold |
6,154
| – | – | 0.75% | 33 |
|
|
2015
Q2 | $654K | Hold |
6,154
| – | – | 0.74% | 35 |
|
|
2015
Q1 | $700K | Hold |
6,154
| – | – | 0.76% | 31 |
|
|
2014
Q4 | $555K | Hold |
6,154
| – | – | 0.58% | 34 |
|
|
2014
Q3 | $476K | Hold |
6,154
| – | – | 0.51% | 39 |
|
|
2014
Q2 | $447K | Hold |
6,154
| – | – | 0.4% | 47 |
|
|
2014
Q1 | $404K | Hold |
6,154
| – | – | 0.35% | 42 |
|
|
2013
Q4 | $433K | Hold |
6,154
| – | – | 0.41% | 38 |
|
|
2013
Q3 | $376K | Hold |
6,154
| – | – | 0.34% | 23 |
|
|
2013
Q2 | $344K | Buy |
+6,154
| New | +$344K | 0.35% | 29 |
|