Montag & Associates’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,000
| Closed | -$580K | – | 326 |
|
|
2018
Q3 | $580K | Buy |
+9,000
| New | +$580K | 0.05% | 229 |
|
|
2015
Q2 | – | Sell |
-25,181
| Closed | -$1.85M | – | 261 |
|
|
2015
Q1 | $1.85M | Sell |
25,181
-12,484
| -33% | -$915K | 0.27% | 112 |
|
|
2014
Q4 | $2.44M | Sell |
37,665
-100
| -0.3% | -$6.47K | 0.37% | 93 |
|
|
2014
Q3 | $2.25M | Buy |
37,765
+14,681
| +64% | +$875K | 0.37% | 88 |
|
|
2014
Q2 | $1.19M | Buy |
+23,084
| New | +$1.19M | 0.19% | 127 |
|