Mosaic Family Wealth’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,154
| Closed | -$66K | – | 655 |
|
2019
Q1 | $66K | Buy |
1,154
+124
| +12% | +$7.09K | 0.03% | 280 |
|
2018
Q4 | $54K | Hold |
1,030
| – | – | 0.02% | 302 |
|
2018
Q3 | $58K | Sell |
1,030
-70
| -6% | -$3.94K | 0.02% | 299 |
|
2018
Q2 | $66K | Sell |
1,100
-100
| -8% | -$6K | 0.03% | 271 |
|
2018
Q1 | $70K | Buy |
1,200
+500
| +71% | +$29.2K | 0.03% | 265 |
|
2017
Q4 | $47K | Sell |
700
-6,000
| -90% | -$403K | 0.02% | 336 |
|
2017
Q3 | $478K | Buy |
6,700
+600
| +10% | +$42.8K | 0.19% | 103 |
|
2017
Q2 | $405K | Sell |
6,100
-2,934
| -32% | -$195K | 0.17% | 106 |
|
2017
Q1 | $532K | Buy |
9,034
+834
| +10% | +$49.1K | 0.23% | 83 |
|
2016
Q4 | $391K | Buy |
8,200
+4,100
| +100% | +$196K | 0.18% | 107 |
|
2016
Q3 | $253K | Sell |
4,100
-3,600
| -47% | -$222K | 0.12% | 148 |
|
2016
Q2 | $452K | Buy |
7,700
+7,600
| +7,600% | +$446K | 0.22% | 87 |
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
2015
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 579 |
|