Claro Advisors’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 | – | Sell |
-3,037
| Closed | -$264K | – | 389 |
|
2023
Q3 | $264K | Buy |
+3,037
| New | +$264K | 0.07% | 292 |
|
2021
Q4 | – | Sell |
-10,393
| Closed | -$514K | – | 284 |
|
2021
Q3 | $514K | Buy |
10,393
+1,777
| +21% | +$87.9K | 0.22% | 135 |
|
2021
Q2 | $492K | Buy |
8,616
+107
| +1% | +$6.11K | 0.22% | 128 |
|
2021
Q1 | $517K | Buy |
8,509
+71
| +0.8% | +$4.31K | 0.26% | 111 |
|
2020
Q4 | $452K | Sell |
8,438
-78
| -0.9% | -$4.18K | 0.24% | 117 |
|
2020
Q3 | $400K | Buy |
8,516
+78
| +0.9% | +$3.66K | 0.25% | 114 |
|
2020
Q2 | $440K | Buy |
8,438
+56
| +0.7% | +$2.92K | 0.3% | 97 |
|
2020
Q1 | $402K | Buy |
8,382
+106
| +1% | +$5.08K | 0.37% | 83 |
|
2019
Q4 | $419K | Buy |
8,276
+79
| +1% | +$4K | 0.32% | 87 |
|
2019
Q3 | $387K | Buy |
8,197
+41
| +0.5% | +$1.94K | 0.34% | 86 |
|
2019
Q2 | $384K | Buy |
8,156
+114
| +1% | +$5.37K | 0.35% | 87 |
|
2019
Q1 | $387K | Buy |
8,042
+110
| +1% | +$5.29K | 0.38% | 82 |
|
2018
Q4 | $428K | Buy |
+7,932
| New | +$428K | 0.34% | 67 |
|