PWAG
Polaris Wealth Advisory Group’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,270
| Closed | -$592K | – | 153 |
|
|
2018
Q4 | $592K | Buy |
13,270
+6,554
| +98% | +$292K | 0.06% | 104 |
|
|
2018
Q3 | $363K | Buy |
+6,716
| New | +$363K | 0.03% | 117 |
|
|
2015
Q3 | – | Sell |
-66,402
| Closed | -$5.56M | – | 70 |
|
|
2015
Q2 | $5.56M | Buy |
66,402
+8,656
| +15% | +$724K | 1.1% | 40 |
|
|
2015
Q1 | $5.21M | Buy |
57,746
+19,750
| +52% | +$1.78M | 0.95% | 35 |
|
|
2014
Q4 | $3.07M | Buy |
+37,996
| New | +$3.07M | 0.63% | 48 |
|