MinichMacGregor Wealth Management’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10
| Closed | -$1.66K | – | 200 |
|
2022
Q4 | $1.66K | Buy |
+10
| New | +$1.66K | ﹤0.01% | 587 |
|
2020
Q2 | – | Sell |
-18,338
| Closed | -$1.62M | – | 72 |
|
2020
Q1 | $1.62M | Buy |
+18,338
| New | +$1.62M | 1.45% | 11 |
|
2019
Q1 | – | Sell |
-14,600
| Closed | -$1.21M | – | 63 |
|
2018
Q4 | $1.21M | Buy |
14,600
+14,533
| +21,691% | +$1.2M | 0.83% | 47 |
|
2018
Q3 | $6K | Buy |
67
+51
| +319% | +$4.57K | ﹤0.01% | 368 |
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 474 |
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 455 |
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 445 |
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 422 |
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 415 |
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 405 |
|
2016
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 407 |
|
2016
Q3 | $1K | Buy |
16
+2
| +14% | +$125 | ﹤0.01% | 402 |
|
2016
Q2 | $1K | Sell |
14
-263
| -95% | -$18.8K | ﹤0.01% | 386 |
|
2016
Q1 | $23K | Buy |
277
+175
| +172% | +$14.5K | 0.02% | 160 |
|
2015
Q4 | $11K | Buy |
+102
| New | +$11K | 0.01% | 218 |
|