Smith & Howard Wealth Management’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-2,520
| Closed | -$206K | – | 61 |
|
2017
Q1 | $206K | Buy |
+2,520
| New | +$206K | 0.1% | 52 |
|
2015
Q3 | – | Sell |
-2,915
| Closed | -$244K | – | 61 |
|
2015
Q2 | $244K | Hold |
2,915
| – | – | 0.11% | 69 |
|
2015
Q1 | $263K | Buy |
+2,915
| New | +$263K | 0.11% | 56 |
|
2014
Q1 | – | Sell |
-2,215
| Closed | -$148K | – | 61 |
|
2013
Q4 | $148K | Hold |
2,215
| – | – | 0.08% | 64 |
|
2013
Q3 | $116K | Hold |
2,215
| – | – | 0.07% | 54 |
|
2013
Q2 | $105K | Buy |
+2,215
| New | +$105K | 0.07% | 61 |
|