IWA
Inspirion Wealth Advisors’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,911
| Closed | -$377K | – | 54 |
|
|
2015
Q3 | $377K | Buy |
4,911
+200
| +4% | +$15.4K | 0.3% | 38 |
|
|
2015
Q2 | $394K | Hold |
4,711
| – | – | 0.29% | 36 |
|
|
2015
Q1 | $425K | Hold |
4,711
| – | – | 0.34% | 33 |
|
|
2014
Q4 | $380K | Buy |
+4,711
| New | +$380K | 0.35% | 36 |
|