WKWM
CERN
Walter & Keenan Wealth Management’s Cerner Corp CERN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,500
| Closed | -$341K | – | 166 |
|
2018
Q4 | $341K | Hold |
6,500
| – | – | 0.15% | 106 |
|
2018
Q3 | $419 | Hold |
6,500
| – | – | 0.13% | 105 |
|
2018
Q2 | $389K | Sell |
6,500
-1,000
| -13% | -$59.8K | 0.17% | 107 |
|
2018
Q1 | $435K | Hold |
7,500
| – | – | 0.19% | 105 |
|
2017
Q4 | $505K | Hold |
7,500
| – | – | 0.21% | 88 |
|
2017
Q3 | $535K | Hold |
7,500
| – | – | 0.25% | 85 |
|
2017
Q2 | $499K | Hold |
7,500
| – | – | 0.25% | 86 |
|
2017
Q1 | $441K | Hold |
7,500
| – | – | 0.23% | 90 |
|
2016
Q4 | $355K | Sell |
7,500
-9,000
| -55% | -$426K | 0.19% | 98 |
|
2016
Q3 | $1.02M | Buy |
16,500
+500
| +3% | +$30.9K | 0.56% | 51 |
|
2016
Q2 | $938K | Buy |
16,000
+3,000
| +23% | +$176K | 0.52% | 54 |
|
2016
Q1 | $688K | Buy |
+13,000
| New | +$688K | 0.39% | 64 |
|