Wealthfront’s Cencora COR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $205K | Sell |
2,219
-609
| -22% | -$56.3K | ﹤0.01% | 502 |
|
2018
Q2 | $241K | Buy |
2,828
+83
| +3% | +$7.07K | ﹤0.01% | 464 |
|
2018
Q1 | $237K | Buy |
+2,745
| New | +$237K | ﹤0.01% | 471 |
|
2017
Q2 | – | Sell |
-4,266
| Closed | -$378K | – | 462 |
|
2017
Q1 | $378K | Buy |
+4,266
| New | +$378K | 0.01% | 284 |
|
2016
Q2 | – | Sell |
-2,426
| Closed | -$210K | – | 357 |
|
2016
Q1 | $210K | Sell |
2,426
-683
| -22% | -$59.1K | 0.01% | 310 |
|
2015
Q4 | $322K | Sell |
3,109
-46
| -1% | -$4.76K | 0.01% | 201 |
|
2015
Q3 | $300K | Buy |
3,155
+669
| +27% | +$63.6K | 0.01% | 198 |
|
2015
Q2 | $264K | Buy |
2,486
+70
| +3% | +$7.43K | 0.01% | 211 |
|
2015
Q1 | $275K | Buy |
2,416
+219
| +10% | +$24.9K | 0.01% | 180 |
|
2014
Q4 | $198K | Buy |
2,197
+652
| +42% | +$58.8K | 0.01% | 217 |
|
2014
Q3 | $119K | Buy |
1,545
+206
| +15% | +$15.9K | 0.01% | 258 |
|
2014
Q2 | $98K | Buy |
1,339
+1,067
| +392% | +$78.1K | 0.01% | 228 |
|
2014
Q1 | $18K | Buy |
+272
| New | +$18K | ﹤0.01% | 449 |
|