Spire Wealth Management’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-86
| Closed | -$1.19K | – | 2179 |
|
|
2024
Q2 | $1.19K | Sell |
86
-20
| -19% | -$277 | ﹤0.01% | 2097 |
|
|
2024
Q1 | $1.9K | Hold |
106
| – | – | ﹤0.01% | 2111 |
|
|
2023
Q4 | $1.71K | Hold |
106
| – | – | ﹤0.01% | 2171 |
|
|
2023
Q3 | $1.54K | Hold |
106
| – | – | ﹤0.01% | 2177 |
|
|
2023
Q2 | $1.93K | Hold |
106
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q1 | $2.56K | Hold |
106
| – | – | ﹤0.01% | 2207 |
|
|
2022
Q4 | $2K | Hold |
106
| – | – | ﹤0.01% | 2022 |
|
|
2022
Q3 | $1K | Hold |
106
| – | – | ﹤0.01% | 2048 |
|
|
2022
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 2332 |
|
|
2022
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 2379 |
|
|
2021
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 2682 |
|
|
2021
Q3 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 2324 |
|