Waldron Private Wealth’s Cantel Medical Corporation CMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,630
| Closed | -$292K | – | 278 |
|
|
2019
Q2 | $292K | Hold |
3,630
| – | – | 0.03% | 188 |
|
|
2019
Q1 | $242K | Buy |
3,630
+700
| +24% | +$46.7K | 0.03% | 219 |
|
|
2018
Q4 | $218K | Hold |
2,930
| – | – | 0.03% | 193 |
|
|
2018
Q3 | $269K | Buy |
2,930
+360
| +14% | +$33.1K | 0.05% | 155 |
|
|
2018
Q2 | $252K | Sell |
2,570
-3
| -0.1% | -$294 | 0.05% | 148 |
|
|
2018
Q1 | $286K | Hold |
2,573
| – | – | 0.06% | 134 |
|
|
2017
Q4 | $264K | Buy |
2,573
+105
| +4% | +$10.8K | 0.06% | 138 |
|
|
2017
Q3 | $232K | Buy |
+2,468
| New | +$232K | 0.06% | 130 |
|
|
2017
Q2 | – | Sell |
-3,386
| Closed | -$271K | – | 219 |
|
|
2017
Q1 | $271K | Buy |
+3,386
| New | +$271K | 0.07% | 175 |
|