JWM
Jacobus Wealth Management’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,225
| Closed | -$182K | – | 224 |
|
|
2016
Q1 | $182K | Sell |
2,225
-735
| -25% | -$60.1K | 0.05% | 203 |
|
|
2015
Q4 | $264K | Buy |
2,960
+465
| +19% | +$41.5K | 0.08% | 182 |
|
|
2015
Q3 | $192K | Hold |
2,495
| – | – | 0.06% | 210 |
|
|
2015
Q2 | $209K | Hold |
2,495
| – | – | 0.05% | 214 |
|
|
2015
Q1 | $225K | Hold |
2,495
| – | – | 0.06% | 199 |
|
|
2014
Q4 | $201K | Sell |
2,495
-915
| -27% | -$73.7K | 0.05% | 206 |
|
|
2014
Q3 | $255K | Buy |
3,410
+1,325
| +64% | +$99.1K | 0.07% | 184 |
|
|
2014
Q2 | $143K | Sell |
2,085
-85
| -4% | -$5.83K | 0.04% | 262 |
|
|
2014
Q1 | $152K | Buy |
2,170
+535
| +33% | +$37.5K | 0.04% | 249 |
|
|
2013
Q4 | $109K | Sell |
1,635
-670
| -29% | -$44.7K | 0.03% | 288 |
|
|
2013
Q3 | $120K | Hold |
2,305
| – | – | 0.04% | 226 |
|
|
2013
Q2 | $109K | Buy |
+2,305
| New | +$109K | 0.04% | 223 |
|