SWM
Selective Wealth Management’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-64
| Closed | -$9K | – | 226 |
|
|
2022
Q3 | $9K | Buy |
64
+14
| +28% | +$1.97K | ﹤0.01% | 528 |
|
|
2022
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 471 |
|
|
2021
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $6K | Hold |
50
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 286 |
|