Quaker Wealth Management’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
+12,535
| New | +$147K | 0.05% | 83 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 140 |
|
|
2024
Q3 | $147K | Buy |
+12,535
| New | +$147K | 0.05% | 61 |
|
|
2024
Q1 | $224K | Hold |
12,535
| – | – | 0.09% | 51 |
|
|
2023
Q4 | $220K | Hold |
12,535
| – | – | 0.1% | 49 |
|
|
2023
Q3 | $182K | Hold |
12,535
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $228K | Hold |
12,535
| – | – | 0.1% | 43 |
|
|
2023
Q1 | $302K | Hold |
12,535
| – | – | 0.14% | 34 |
|
|
2022
Q4 | $201K | Hold |
12,535
| – | – | 0.1% | 39 |
|
|
2022
Q3 | $166K | Buy |
+12,535
| New | +$166K | 0.09% | 42 |
|