SWM
CERN
SVA Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,600
| Closed | -$346K | – | 207 |
|
|
2016
Q3 | $346K | Hold |
5,600
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $328K | Sell |
5,600
-1,000
| -15% | -$58.6K | 0.05% | 163 |
|
|
2016
Q1 | $350K | Sell |
6,600
-40,738
| -86% | -$2.16M | 0.06% | 161 |
|
|
2015
Q4 | $2.85M | Sell |
47,338
-5,150
| -10% | -$310K | 0.49% | 65 |
|
|
2015
Q3 | $3.15M | Buy |
52,488
+33,688
| +179% | +$2.02M | 0.59% | 59 |
|
|
2015
Q2 | $1.3M | Buy |
18,800
+1,550
| +9% | +$107K | 0.24% | 100 |
|
|
2015
Q1 | $1.26M | Buy |
17,250
+11,650
| +208% | +$854K | 0.23% | 102 |
|
|
2014
Q4 | $362K | Hold |
5,600
| – | – | 0.13% | 137 |
|
|
2014
Q3 | $334K | Hold |
5,600
| – | – | 0.14% | 128 |
|
|
2014
Q2 | $289K | Hold |
5,600
| – | – | 0.12% | 133 |
|
|
2014
Q1 | $315K | Hold |
5,600
| – | – | 0.15% | 124 |
|
|
2013
Q4 | $312K | Buy |
+5,600
| New | +$312K | 0.19% | 114 |
|