Gideon Capital Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,141
| Closed | -$361K | – | 32 |
|
|
2019
Q4 | $361K | Buy |
+7,141
| New | +$361K | 0.12% | 199 |
|
|
2019
Q1 | – | Sell |
-8,027
| Closed | -$358K | – | 389 |
|
|
2018
Q4 | $358K | Buy |
8,027
+3,428
| +75% | +$153K | 0.15% | 218 |
|
|
2018
Q3 | $248K | Buy |
+4,599
| New | +$248K | 0.12% | 275 |
|
|
2018
Q2 | – | Sell |
-4,565
| Closed | -$286K | – | 374 |
|
|
2018
Q1 | $286K | Sell |
4,565
-1,238
| -21% | -$77.6K | 0.18% | 256 |
|
|
2017
Q4 | $356K | Buy |
+5,803
| New | +$356K | 0.31% | 106 |
|
|
2017
Q2 | – | Sell |
-2,851
| Closed | -$232K | – | 265 |
|
|
2017
Q1 | $232K | Sell |
2,851
-1,984
| -41% | -$161K | 0.14% | 331 |
|
|
2016
Q4 | $348K | Buy |
+4,835
| New | +$348K | 0.22% | 203 |
|
|
2015
Q3 | – | Sell |
-4,600
| Closed | -$385K | – | 230 |
|
|
2015
Q2 | $385K | Buy |
+4,600
| New | +$385K | 0.16% | 169 |
|
|
2014
Q3 | – | Sell |
-12,840
| Closed | -$880K | – | 276 |
|
|
2014
Q2 | $880K | Buy |
12,840
+9,418
| +275% | +$645K | 0.32% | 101 |
|
|
2014
Q1 | $239K | Buy |
+3,422
| New | +$239K | 0.13% | 175 |
|