Klingman & Associates’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 |
-918
| Closed | -$71K | – | 133 |
|
|
2016
Q3 | $71K | Hold |
918
| – | – | 0.02% | 162 |
|
|
2016
Q2 | $72K | Hold |
918
| – | – | 0.02% | 163 |
|
|
2016
Q1 | $75K | Hold |
918
| – | – | 0.03% | 161 |
|
|
2015
Q4 | $82K | Sell |
918
-3,800
| -81% | -$339K | 0.03% | 177 |
|
|
2015
Q3 | $362K | Buy |
4,718
+3,800
| +414% | +$292K | 0.14% | 75 |
|
|
2015
Q2 | $77K | Hold |
918
| – | – | 0.03% | 153 |
|
|
2015
Q1 | $83K | Hold |
918
| – | – | 0.03% | 142 |
|
|
2014
Q4 | $74K | Buy |
+918
| New | +$74K | 0.03% | 150 |
|