TCI Wealth Advisors’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-164
| Closed | -$3.96K | – | 557 |
|
|
2023
Q1 | $3.96K | Buy |
164
+1
| +0.6% | +$24 | ﹤0.01% | 1693 |
|
|
2022
Q4 | $2.62K | Buy |
163
+112
| +220% | +$1.8K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $1K | Sell |
51
-25
| -33% | -$490 | ﹤0.01% | 2050 |
|
|
2022
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1968 |
|
|
2022
Q1 | – | Sell |
-37
| Closed | -$1K | – | 2253 |
|
|
2021
Q4 | $1K | Buy |
37
+25
| +208% | +$676 | ﹤0.01% | 2164 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2310 |
|