NewEdge Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$85 | – | 3988 |
|
|
2024
Q4 | $85 | Hold |
8
| – | – | ﹤0.01% | 3788 |
|
|
2024
Q3 | $94 | Hold |
8
| – | – | ﹤0.01% | 3719 |
|
|
2024
Q2 | $111 | Buy |
+8
| New | +$111 | ﹤0.01% | 3683 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$146 | – | 3494 |
|
|
2023
Q2 | $146 | Sell |
8
-30,762
| -100% | -$561K | ﹤0.01% | 3398 |
|
|
2023
Q1 | $742K | Buy |
30,770
+30,762
| +384,525% | +$742K | 0.01% | 926 |
|
|
2022
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4101 |
|