PWAG
CERN
Polaris Wealth Advisory Group’s Cerner Corp CERN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-442,412
| Closed | -$34.7M | – | 209 |
|
2021
Q2 | $34.7M | Buy |
+442,412
| New | +$34.7M | 2.06% | 16 |
|
2018
Q4 | – | Sell |
-362
| Closed | -$23K | – | 501 |
|
2018
Q3 | $23K | Buy |
362
+122
| +51% | +$7.75K | ﹤0.01% | 313 |
|
2018
Q2 | $14K | Sell |
240
-362
| -60% | -$21.1K | ﹤0.01% | 190 |
|
2018
Q1 | $35K | Sell |
602
-35,748
| -98% | -$2.08M | ﹤0.01% | 253 |
|
2017
Q4 | $2.45M | Buy |
36,350
+6,754
| +23% | +$455K | 0.2% | 67 |
|
2017
Q3 | $2.11M | Buy |
29,596
+3,180
| +12% | +$227K | 0.19% | 67 |
|
2017
Q2 | $1.76M | Buy |
26,416
+836
| +3% | +$55.6K | 0.2% | 56 |
|
2017
Q1 | $1.51M | Buy |
+25,580
| New | +$1.51M | 0.16% | 63 |
|