Mosaic Family Wealth’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-570
| Closed | -$27K | – | 231 |
|
|
2019
Q1 | $27K | Hold |
570
| – | – | 0.01% | 392 |
|
|
2018
Q4 | $25K | Hold |
570
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $32K | Hold |
570
| – | – | 0.01% | 369 |
|
|
2018
Q2 | $28K | Hold |
570
| – | – | 0.01% | 398 |
|
|
2018
Q1 | $36K | Sell |
570
-450
| -44% | -$28.4K | 0.01% | 350 |
|
|
2017
Q4 | $63K | Sell |
1,020
-13
| -1% | -$803 | 0.02% | 295 |
|
|
2017
Q3 | $69K | Sell |
1,033
-51
| -5% | -$3.41K | 0.03% | 297 |
|
|
2017
Q2 | $85K | Hold |
1,084
| – | – | 0.04% | 261 |
|
|
2017
Q1 | $88K | Sell |
1,084
-293
| -21% | -$23.8K | 0.04% | 268 |
|
|
2016
Q4 | $99K | Hold |
1,377
| – | – | 0.05% | 255 |
|
|
2016
Q3 | $107K | Hold |
1,377
| – | – | 0.05% | 253 |
|
|
2016
Q2 | $108K | Sell |
1,377
-42
| -3% | -$3.29K | 0.05% | 241 |
|
|
2016
Q1 | $116K | Hold |
1,419
| – | – | 0.06% | 205 |
|
|
2015
Q4 | $126K | Buy |
+1,419
| New | +$126K | 0.06% | 190 |
|