Lyons 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
Q3 | – | Sell |
-9,440
| Closed | -$735K | – | 49 |
|
|
2016
Q2 | $735K | Buy |
9,440
+645
| +7% | +$50.2K | 1.11% | 25 |
|
|
2016
Q1 | $720K | Sell |
8,795
-2,129
| -19% | -$174K | 1.03% | 27 |
|
|
2015
Q4 | $976K | Buy |
+10,924
| New | +$976K | 1.25% | 14 |
|
|
2013
Q3 | – | Sell |
-6,959
| Closed | -$329K | – | 55 |
|
|
2013
Q2 | $329K | Buy |
+6,959
| New | +$329K | 0.33% | 32 |
|