Cypress Wealth Services’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,864
| Closed | -$235K | – | 261 |
|
|
2021
Q1 | $235K | Sell |
3,864
-367
| -9% | -$22.3K | 0.05% | 250 |
|
|
2020
Q4 | $227K | Buy |
+4,231
| New | +$227K | 0.05% | 252 |
|
|
2020
Q3 | – | Sell |
-5,169
| Closed | -$270K | – | 34 |
|
|
2020
Q2 | $270K | Buy |
5,169
+42
| +0.8% | +$2.19K | 0.06% | 215 |
|
|
2020
Q1 | $246K | Buy |
5,127
+155
| +3% | +$7.44K | 0.07% | 201 |
|
|
2019
Q4 | $251K | Buy |
4,972
+24
| +0.5% | +$1.21K | 0.06% | 211 |
|
|
2019
Q3 | $233K | Buy |
4,948
+120
| +2% | +$5.65K | 0.06% | 217 |
|
|
2019
Q2 | $227K | Buy |
4,828
+26
| +0.5% | +$1.22K | 0.07% | 227 |
|
|
2019
Q1 | $231K | Sell |
4,802
-2,892
| -38% | -$139K | 0.07% | 216 |
|
|
2018
Q4 | $343K | Sell |
7,694
-659
| -8% | -$29.4K | 0.14% | 139 |
|
|
2018
Q3 | $451K | Buy |
8,353
+39
| +0.5% | +$2.11K | 0.16% | 125 |
|
|
2018
Q2 | $406K | Buy |
+8,314
| New | +$406K | 0.15% | 132 |
|