TD Private Client Wealth’s Certara CERT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32K | Sell |
113
-101
| -47% | -$1.18K | ﹤0.01% | 1270 |
|
2025
Q1 | $2.12K | Hold |
214
| – | – | ﹤0.01% | 1182 |
|
2024
Q4 | $2.28K | Sell |
214
-72
| -25% | -$767 | ﹤0.01% | 1173 |
|
2024
Q3 | $3.35K | Hold |
286
| – | – | ﹤0.01% | 1134 |
|
2024
Q2 | $3.96K | Buy |
286
+70
| +32% | +$969 | ﹤0.01% | 1103 |
|
2024
Q1 | $3.86K | Buy |
216
+145
| +204% | +$2.59K | ﹤0.01% | 1102 |
|
2023
Q4 | $1.25K | Buy |
+71
| New | +$1.25K | ﹤0.01% | 1174 |
|
2023
Q2 | – | Sell |
-113
| Closed | -$2.72K | – | 1263 |
|
2023
Q1 | $2.72K | Hold |
113
| – | – | ﹤0.01% | 1139 |
|
2022
Q4 | $1.82K | Hold |
113
| – | – | ﹤0.01% | 1120 |
|
2022
Q3 | $1.5K | Hold |
113
| – | – | ﹤0.01% | 1131 |
|
2022
Q2 | $2.43K | Hold |
113
| – | – | ﹤0.01% | 1117 |
|
2022
Q1 | $2.43K | Hold |
113
| – | – | ﹤0.01% | 1150 |
|
2021
Q4 | $3.21K | Buy |
+113
| New | +$3.21K | ﹤0.01% | 979 |
|