Mount Yale Investment Advisors’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,502
| Closed | -$608K | – | 510 |
|
2022
Q1 | $608K | Sell |
6,502
-722
| -10% | -$67.5K | 0.07% | 276 |
|
2021
Q4 | $671K | Buy |
7,224
+41
| +0.6% | +$3.81K | 0.07% | 251 |
|
2021
Q3 | $507K | Sell |
7,183
-480
| -6% | -$33.9K | 0.06% | 283 |
|
2021
Q2 | $599K | Buy |
7,663
+304
| +4% | +$23.8K | 0.07% | 243 |
|
2021
Q1 | $529K | Sell |
7,359
-302
| -4% | -$21.7K | 0.07% | 258 |
|
2020
Q4 | $601K | Sell |
7,661
-260
| -3% | -$20.4K | 0.08% | 232 |
|
2020
Q3 | $573K | Buy |
7,921
+748
| +10% | +$54.1K | 0.08% | 228 |
|
2020
Q2 | $492K | Buy |
+7,173
| New | +$492K | 0.09% | 229 |
|
2018
Q4 | – | Sell |
-1,504
| Closed | -$88K | – | 853 |
|
2018
Q3 | $88K | Sell |
1,504
-20
| -1% | -$1.17K | 0.02% | 483 |
|
2018
Q2 | $91K | Buy |
1,524
+808
| +113% | +$48.2K | 0.02% | 492 |
|
2018
Q1 | $42K | Buy |
+716
| New | +$42K | 0.01% | 646 |
|