SWS Partners’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,526
| Closed | -$521K | – | 78 |
|
|
2021
Q3 | $521K | Sell |
10,526
-22,612
| -68% | -$1.12M | 0.32% | 72 |
|
|
2021
Q2 | $1.89M | Sell |
33,138
-14,116
| -30% | -$805K | 1.23% | 37 |
|
|
2021
Q1 | $2.64M | Buy |
47,254
+37,228
| +371% | +$2.08M | 1.82% | 10 |
|
|
2020
Q4 | $537K | Buy |
10,026
+99
| +1% | +$5.3K | 0.24% | 98 |
|
|
2020
Q3 | $466K | Buy |
+9,927
| New | +$466K | 0.23% | 97 |
|
|
2019
Q3 | $344K | Buy |
+6,168
| New | +$344K | 0.2% | 91 |
|
|
2018
Q2 | – | Sell |
-9,128
| Closed | -$557K | – | 132 |
|
|
2018
Q1 | $557K | Sell |
9,128
-1,581
| -15% | -$96.5K | 0.41% | 54 |
|
|
2017
Q4 | $656K | Buy |
+10,709
| New | +$656K | 0.49% | 51 |
|