Baystate Wealth Management’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $111K | Buy |
+1,103
| New | +$111K | 0.01% | 261 |
|
2023
Q3 | – | Hold |
0
| – | -$70 | – | 1011 |
|
2023
Q2 | – | Sell |
-2,094
| Closed | -$158K | – | 1031 |
|
2023
Q1 | $158K | Buy |
2,094
+26
| +1% | +$1.96K | 0.01% | 203 |
|
2022
Q4 | $159K | Buy |
2,068
+15
| +0.7% | +$1.15K | 0.01% | 210 |
|
2022
Q3 | $137K | Buy |
2,053
+19
| +0.9% | +$1.27K | 0.01% | 202 |
|
2022
Q2 | $106K | Buy |
2,034
+16
| +0.8% | +$834 | 0.01% | 229 |
|
2022
Q1 | $114K | Buy |
2,018
+18
| +0.9% | +$1.02K | 0.01% | 229 |
|
2021
Q4 | $103K | Buy |
+2,000
| New | +$103K | 0.01% | 240 |
|