MPS Loria Financial Planners’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-646
| Closed | -$39K | – | 167 |
|
|
2021
Q1 | $39K | Buy |
646
+1
| +0.2% | +$60 | 0.02% | 182 |
|
|
2020
Q4 | $34K | Buy |
645
+32
| +5% | +$1.69K | 0.02% | 188 |
|
|
2020
Q3 | $29K | Buy |
613
+2
| +0.3% | +$95 | 0.02% | 178 |
|
|
2020
Q2 | $32K | Buy |
+611
| New | +$32K | 0.02% | 171 |
|
|
2017
Q3 | – | Sell |
-390
| Closed | -$26K | – | 119 |
|
|
2017
Q2 | $26K | Buy |
+390
| New | +$26K | 0.02% | 208 |
|