Waverly Advisors’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,553
| Closed | -$239K | – | 374 |
|
|
2017
Q4 | $239K | Hold |
3,553
| – | – | 0.03% | 212 |
|
|
2017
Q3 | $253K | Sell |
3,553
-120
| -3% | -$8.55K | 0.05% | 190 |
|
|
2017
Q2 | $244K | Buy |
3,673
+91
| +3% | +$6.05K | 0.06% | 191 |
|
|
2017
Q1 | $211K | Buy |
+3,582
| New | +$211K | 0.06% | 198 |
|
|
2016
Q1 | – | Sell |
-6,263
| Closed | -$377K | – | 126 |
|
|
2015
Q4 | $377K | Buy |
+6,263
| New | +$377K | 0.16% | 70 |
|
|
2014
Q1 | – | Sell |
-3,800
| Closed | -$212K | – | 853 |
|
|
2013
Q4 | $212K | Hold |
3,800
| – | – | 0.07% | 141 |
|
|
2013
Q3 | $200K | Sell |
3,800
-3,800
| -50% | -$200K | 0.1% | 101 |
|
|
2013
Q2 | $365K | Buy |
+7,600
| New | +$365K | 0.21% | 57 |
|