Steward Partners Investment Advisory’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79K | Buy |
+837
| New | +$9.79K | ﹤0.01% | 3220 |
|
|
2024
Q4 | – | Sell |
-1,319
| Closed | -$15.4K | – | 3989 |
|
|
2024
Q3 | $15.4K | Hold |
1,319
| – | – | ﹤0.01% | 2762 |
|
|
2024
Q2 | $18.3K | Buy |
+1,319
| New | +$18.3K | ﹤0.01% | 2574 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$1K | – | 3243 |
|
|
2022
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3092 |
|