Integrated Wealth Management’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,692
| Closed | -$131K | – | 341 |
|
|
2016
Q3 | $131K | Hold |
1,692
| – | – | 0.05% | 285 |
|
|
2016
Q2 | $132K | Sell |
1,692
-26
| -2% | -$2.03K | 0.05% | 273 |
|
|
2016
Q1 | $141K | Hold |
1,718
| – | – | 0.06% | 239 |
|
|
2015
Q4 | $153K | Sell |
1,718
-33
| -2% | -$2.94K | 0.07% | 230 |
|
|
2015
Q3 | $135K | Hold |
1,751
| – | – | 0.06% | 236 |
|
|
2015
Q2 | $146K | Sell |
1,751
-10
| -0.6% | -$834 | 0.06% | 231 |
|
|
2015
Q1 | $158K | Buy |
+1,761
| New | +$158K | 0.07% | 223 |
|