MBL Wealth’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,025
| Closed | -$233K | – | 164 |
|
|
2022
Q4 | $233K | Sell |
3,025
-500
| -14% | -$38.5K | 0.04% | 147 |
|
|
2022
Q3 | $235K | Sell |
3,525
-500
| -12% | -$33.3K | 0.05% | 137 |
|
|
2022
Q2 | $210K | Sell |
4,025
-96
| -2% | -$5.01K | 0.05% | 137 |
|
|
2022
Q1 | $234K | Buy |
+4,121
| New | +$234K | 0.06% | 149 |
|
|
2021
Q1 | $578K | Buy |
9,515
+10
| +0.1% | +$607 | 0.2% | 76 |
|
|
2020
Q4 | $509K | Buy |
+9,505
| New | +$509K | 0.2% | 73 |
|