TCI Wealth Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$2.11K | – | 515 |
|
|
2023
Q1 | $2.11K | Buy |
28
+2
| +8% | +$151 | ﹤0.01% | 1953 |
|
|
2022
Q4 | $2K | Buy |
26
+3
| +13% | +$228 | ﹤0.01% | 1976 |
|
|
2022
Q3 | $2K | Sell |
23
-8
| -26% | -$507 | ﹤0.01% | 1902 |
|
|
2022
Q2 | $2K | Buy |
31
+22
| +244% | +$1.25K | ﹤0.01% | 1967 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2316 |
|
|
2021
Q3 | $0 | Sell |
9
-91
| -91% | -$4.94K | ﹤0.01% | 2391 |
|
|
2021
Q2 | $6K | Buy |
100
+91
| +1,011% | +$5.32K | ﹤0.01% | 1284 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2032 |
|
|
2020
Q4 | $0 | Sell |
9
-5
| -36% | -$259 | ﹤0.01% | 1552 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1283 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q1 | $1K | Buy |
+14
| New | +$727 | ﹤0.01% | 1197 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | – | – | 1427 |
|
|
2019
Q1 | $0 | Sell |
10
-12
| -55% | -$601 | ﹤0.01% | 1418 |
|
|
2018
Q4 | $1K | Sell |
22
-28
| -56% | -$1.46K | ﹤0.01% | 1163 |
|
|
2018
Q3 | $3K | Buy |
50
+40
| +400% | +$2.05K | ﹤0.01% | 900 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1510 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1104 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 922 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 866 |
|
|
2015
Q2 | $1K | Buy |
+10
| New | +$883 | ﹤0.01% | 869 |
|