Valeo Financial Advisors’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,930
| Closed | -$274K | – | 606 |
|
2022
Q1 | $274K | Buy |
2,930
+36
| +1% | +$3.37K | 0.01% | 445 |
|
2021
Q4 | $269K | Buy |
2,894
+54
| +2% | +$5.02K | 0.01% | 420 |
|
2021
Q3 | $200K | Buy |
2,840
+20
| +0.7% | +$1.41K | 0.01% | 478 |
|
2021
Q2 | $220K | Buy |
2,820
+2,662
| +1,685% | +$208K | 0.01% | 401 |
|
2021
Q1 | $11K | Buy |
158
+13
| +9% | +$905 | ﹤0.01% | 1269 |
|
2020
Q4 | $11K | Buy |
145
+70
| +93% | +$5.31K | ﹤0.01% | 1165 |
|
2020
Q3 | $5K | Sell |
75
-599
| -89% | -$39.9K | ﹤0.01% | 1233 |
|
2020
Q2 | $46K | Buy |
674
+5
| +0.7% | +$341 | ﹤0.01% | 730 |
|
2020
Q1 | $45K | Buy |
669
+17
| +3% | +$1.14K | ﹤0.01% | 625 |
|
2019
Q4 | $48K | Sell |
652
-31
| -5% | -$2.28K | ﹤0.01% | 661 |
|
2019
Q3 | $47K | Buy |
683
+13
| +2% | +$895 | 0.01% | 622 |
|
2019
Q2 | $49K | Buy |
+670
| New | +$49K | 0.01% | 608 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 1705 |
|
2018
Q4 | – | Sell |
-242
| Closed | -$14K | – | 1796 |
|
2018
Q3 | $14K | Hold |
242
| – | – | ﹤0.01% | 874 |
|
2018
Q2 | $16K | Hold |
242
| – | – | ﹤0.01% | 830 |
|
2018
Q1 | $14K | Sell |
242
-186
| -43% | -$10.8K | ﹤0.01% | 844 |
|
2017
Q4 | $29K | Buy |
428
+242
| +130% | +$16.4K | ﹤0.01% | 588 |
|
2017
Q3 | $13K | Buy |
+186
| New | +$13K | ﹤0.01% | 640 |
|