WR Wealth Planners’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.74K | Buy |
30
+8
| +36% | +$1.8K | ﹤0.01% | 644 |
|
|
2024
Q3 | $4.95K | Hold |
22
| – | – | ﹤0.01% | 745 |
|
|
2024
Q2 | $4.96K | Buy |
22
+4
| +22% | +$901 | ﹤0.01% | 718 |
|
|
2024
Q1 | $4.37K | Buy |
+18
| New | +$4.37K | ﹤0.01% | 744 |
|
|
2023
Q4 | – | Sell |
-81
| Closed | -$14.6K | – | 315 |
|
|
2023
Q3 | $14.6K | Hold |
81
| – | – | 0.01% | 481 |
|
|
2023
Q2 | $15.6K | Buy |
81
+68
| +523% | +$13.1K | 0.01% | 474 |
|
|
2023
Q1 | $2.08K | Buy |
+13
| New | +$2.08K | ﹤0.01% | 770 |
|