MWM
MinichMacGregor Wealth Management’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,551
| Closed | -$1.28M | – | 68 |
|
|
2020
Q1 | $1.28M | Buy |
+25,551
| New | +$1.28M | 1.15% | 18 |
|
|
2017
Q3 | – | Sell |
-320
| Closed | -$24K | – | 478 |
|
|
2017
Q2 | $24K | Hold |
320
| – | – | 0.02% | 166 |
|
|
2017
Q1 | $26K | Hold |
320
| – | – | 0.02% | 151 |
|
|
2016
Q4 | $23K | Hold |
320
| – | – | 0.02% | 157 |
|
|
2016
Q3 | $24K | Hold |
320
| – | – | 0.02% | 166 |
|
|
2016
Q2 | $24K | Sell |
320
-149
| -32% | -$11.2K | 0.02% | 161 |
|
|
2016
Q1 | $38K | Buy |
469
+379
| +421% | +$30.7K | 0.04% | 125 |
|
|
2015
Q4 | $7K | Buy |
+90
| New | +$7K | 0.01% | 265 |
|