TSWM
CERN
Triangle Securities Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,438
| Closed | -$503K | – | 178 |
|
|
2021
Q2 | $503K | Buy |
6,438
+940
| +17% | +$73.4K | 0.17% | 131 |
|
|
2021
Q1 | $395K | Buy |
5,498
+1,650
| +43% | +$119K | 0.14% | 142 |
|
|
2020
Q4 | $302K | Sell |
3,848
-305
| -7% | -$23.9K | 0.12% | 153 |
|
|
2020
Q3 | $300K | Hold |
4,153
| – | – | 0.14% | 141 |
|
|
2020
Q2 | $285K | Buy |
4,153
+135
| +3% | +$9.26K | 0.14% | 136 |
|
|
2020
Q1 | $253K | Buy |
4,018
+55
| +1% | +$3.46K | 0.15% | 132 |
|
|
2019
Q4 | $291K | Buy |
3,963
+465
| +13% | +$34.1K | 0.13% | 134 |
|
|
2019
Q3 | $238K | Buy |
3,498
+285
| +9% | +$19.4K | 0.12% | 141 |
|
|
2019
Q2 | $240K | Buy |
+3,213
| New | +$240K | 0.12% | 137 |
|