SVA 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,513
| Closed | -$582K | – | 190 |
|
2019
Q4 | $582K | Sell |
11,513
-2,231
| -16% | -$113K | 0.05% | 141 |
|
2019
Q3 | $649K | Sell |
13,744
-1,552
| -10% | -$73.3K | 0.06% | 134 |
|
2019
Q2 | $720K | Sell |
15,296
-322
| -2% | -$15.2K | 0.07% | 133 |
|
2019
Q1 | $752K | Sell |
15,618
-1,279
| -8% | -$61.6K | 0.07% | 133 |
|
2018
Q4 | $754K | Sell |
16,897
-3,268
| -16% | -$146K | 0.08% | 128 |
|
2018
Q3 | $1.09M | Sell |
20,165
-1,714
| -8% | -$92.6K | 0.11% | 118 |
|
2018
Q2 | $1.07M | Buy |
+21,879
| New | +$1.07M | 0.12% | 120 |
|
2016
Q4 | – | Sell |
-2,723
| Closed | -$212K | – | 198 |
|
2016
Q3 | $212K | Buy |
+2,723
| New | +$212K | 0.03% | 189 |
|