SFMG Wealth Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,535
| Closed | -$789K | – | 149 |
|
|
2017
Q3 | $789K | Buy |
+9,535
| New | +$789K | 0.15% | 46 |
|
|
2017
Q2 | – | Sell |
-10,945
| Closed | -$969K | – | 122 |
|
|
2017
Q1 | $969K | Sell |
10,945
-130
| -1% | -$11.5K | 0.2% | 41 |
|
|
2016
Q4 | $866K | Sell |
11,075
-435
| -4% | -$34K | 0.18% | 45 |
|
|
2016
Q3 | $930K | Sell |
11,510
-500
| -4% | -$40.4K | 0.2% | 50 |
|
|
2016
Q2 | $953K | Buy |
+12,010
| New | +$953K | 0.21% | 47 |
|