JNBA Financial Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$22.7K | – | 711 |
|
|
2023
Q1 | $22.7K | Sell |
300
-400
| -57% | -$30.2K | ﹤0.01% | 378 |
|
|
2022
Q4 | $53.8K | Hold |
700
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $47K | Hold |
700
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $37K | Sell |
700
-300
| -30% | -$15.9K | 0.01% | 307 |
|
|
2022
Q1 | $57K | Sell |
1,000
-500
| -33% | -$28.5K | 0.01% | 275 |
|
|
2021
Q4 | $77K | Hold |
1,500
| – | – | 0.01% | 256 |
|
|
2021
Q3 | $74K | Hold |
1,500
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $86K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $91K | Hold |
1,500
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $80K | Hold |
1,500
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $70K | Hold |
1,500
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $78K | Hold |
1,500
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $72K | Sell |
1,500
-260
| -15% | -$12.5K | 0.02% | 192 |
|
|
2019
Q4 | $89K | Hold |
1,760
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $83K | Hold |
1,760
| – | – | 0.02% | 183 |
|
|
2019
Q2 | $83K | Hold |
1,760
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $85K | Hold |
1,760
| – | – | 0.02% | 183 |
|
|
2018
Q4 | $78K | Buy |
+1,760
| New | +$78K | 0.02% | 175 |
|
|
2018
Q3 | – | Sell |
-2,560
| Closed | -$125K | – | 517 |
|
|
2018
Q2 | $125K | Hold |
2,560
| – | – | 0.03% | 156 |
|
|
2018
Q1 | $160K | Buy |
2,560
+700
| +38% | +$43.8K | 0.03% | 138 |
|
|
2017
Q4 | $114K | Buy |
1,860
+1,600
| +615% | +$98.1K | 0.02% | 162 |
|
|
2017
Q3 | $17K | Hold |
260
| – | – | ﹤0.01% | 312 |
|
|
2017
Q2 | $20K | Hold |
260
| – | – | ﹤0.01% | 287 |
|
|
2017
Q1 | $21K | Hold |
260
| – | – | 0.01% | 285 |
|
|
2016
Q4 | $19K | Sell |
260
-1,862
| -88% | -$136K | ﹤0.01% | 302 |
|
|
2016
Q3 | $165K | Buy |
+2,122
| New | +$165K | 0.02% | 260 |
|