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