Triad Wealth Partners’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $655K | Buy |
2,185
+107
| +5% | +$32.1K | 0.13% | 117 |
|
2025
Q1 | $578K | Buy |
2,078
+17
| +0.8% | +$4.73K | 0.18% | 93 |
|
2024
Q4 | $463K | Buy |
+2,061
| New | +$463K | 0.17% | 97 |
|
2024
Q3 | – | Sell |
-34
| Closed | -$7.67K | – | 224 |
|
2024
Q2 | $7.67K | Buy |
+34
| New | +$7.67K | ﹤0.01% | 486 |
|