EWM
Evercore Wealth Management’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,075
| Closed | -$66K | – | 412 |
|
|
2017
Q4 | $66K | Hold |
1,075
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $72K | Hold |
1,075
| – | – | ﹤0.01% | 521 |
|
|
2017
Q2 | $84K | Sell |
1,075
-65
| -6% | -$5.08K | ﹤0.01% | 502 |
|
|
2017
Q1 | $93K | Sell |
1,140
-1,818
| -61% | -$148K | ﹤0.01% | 493 |
|
|
2016
Q4 | $213K | Buy |
2,958
+1,746
| +144% | +$126K | 0.01% | 355 |
|
|
2016
Q3 | $94K | Buy |
1,212
+92
| +8% | +$7.14K | ﹤0.01% | 493 |
|
|
2016
Q2 | $88K | Sell |
1,120
-1,600
| -59% | -$126K | ﹤0.01% | 484 |
|
|
2016
Q1 | $223K | Buy |
2,720
+795
| +41% | +$65.2K | 0.01% | 335 |
|
|
2015
Q4 | $172K | Hold |
1,925
| – | – | 0.01% | 397 |
|
|
2015
Q3 | $148K | Sell |
1,925
-60
| -3% | -$4.61K | 0.01% | 431 |
|
|
2015
Q2 | $166K | Sell |
1,985
-67
| -3% | -$5.6K | 0.01% | 451 |
|
|
2015
Q1 | $184K | Buy |
2,052
+1,727
| +531% | +$155K | 0.01% | 432 |
|
|
2014
Q4 | $26K | Hold |
325
| – | – | ﹤0.01% | 630 |
|
|
2014
Q3 | $24K | Hold |
325
| – | – | ﹤0.01% | 708 |
|
|
2014
Q2 | $22K | Hold |
325
| – | – | ﹤0.01% | 718 |
|
|
2014
Q1 | $23K | Hold |
325
| – | – | ﹤0.01% | 722 |
|
|
2013
Q4 | $22K | Hold |
325
| – | – | ﹤0.01% | 664 |
|
|
2013
Q3 | $17K | Buy |
325
+225
| +225% | +$11.8K | ﹤0.01% | 704 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 759 |
|