Venturi Wealth Management’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,808
| Closed | -$29.9K | – | 778 |
|
|
2024
Q4 | $29.9K | Buy |
2,808
+2,509
| +839% | +$26.7K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $3.5K | Sell |
299
-173
| -37% | -$2.03K | ﹤0.01% | 1569 |
|
|
2024
Q2 | $6.54K | Buy |
472
+163
| +53% | +$2.26K | ﹤0.01% | 1175 |
|
|
2024
Q1 | $5.53K | Hold |
309
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q4 | $5.44K | Buy |
309
+10
| +3% | +$176 | ﹤0.01% | 1015 |
|
|
2023
Q3 | $4.35K | Hold |
299
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q2 | $5.45K | Hold |
299
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $7.21K | Buy |
+299
| New | +$7.21K | ﹤0.01% | 763 |
|