Vestmark Advisory Solutions’s Certara CERT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17,791
| Closed | -$429K | – | 884 |
|
2023
Q1 | $429K | Buy |
17,791
+1,557
| +10% | +$37.5K | 0.02% | 607 |
|
2022
Q4 | $261K | Sell |
16,234
-1,986
| -11% | -$31.9K | 0.01% | 717 |
|
2022
Q3 | $242K | Sell |
18,220
-304
| -2% | -$4.04K | 0.01% | 727 |
|
2022
Q2 | $398K | Sell |
18,524
-1,288
| -7% | -$27.7K | 0.02% | 590 |
|
2022
Q1 | $426K | Buy |
19,812
+1,993
| +11% | +$42.9K | 0.02% | 596 |
|
2021
Q4 | $506K | Buy |
+17,819
| New | +$506K | 0.03% | 546 |
|