Wealthspire Advisors (Maryland)’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,618
| Closed | -$221K | – | 448 |
|
|
2020
Q1 | $221K | Buy |
4,618
+420
| +10% | +$20.1K | 0.02% | 363 |
|
|
2019
Q4 | $212K | Buy |
+4,198
| New | +$212K | 0.01% | 457 |
|
|
2019
Q2 | – | Sell |
-3,016
| Closed | -$145K | – | 703 |
|
|
2019
Q1 | $145K | Sell |
3,016
-524
| -15% | -$25.2K | 0.01% | 525 |
|
|
2018
Q4 | $158K | Sell |
3,540
-1,321
| -27% | -$59K | 0.01% | 457 |
|
|
2018
Q3 | $262K | Buy |
4,861
+439
| +10% | +$23.7K | 0.02% | 390 |
|
|
2018
Q2 | $216K | Buy |
4,422
+1,314
| +42% | +$64.2K | 0.02% | 442 |
|
|
2018
Q1 | $195K | Buy |
3,108
+601
| +24% | +$37.7K | 0.02% | 478 |
|
|
2017
Q4 | $154K | Buy |
2,507
+1,231
| +96% | +$75.6K | 0.02% | 571 |
|
|
2017
Q3 | $85K | Sell |
1,276
-307
| -19% | -$20.5K | 0.01% | 774 |
|
|
2017
Q2 | $123K | Buy |
1,583
+382
| +32% | +$29.7K | 0.01% | 605 |
|
|
2017
Q1 | $98K | Buy |
1,201
+71
| +6% | +$5.79K | 0.01% | 609 |
|
|
2016
Q4 | $81K | Buy |
1,130
+1
| +0.1% | +$72 | 0.01% | 648 |
|
|
2016
Q3 | $88K | Buy |
1,129
+71
| +7% | +$5.53K | 0.01% | 606 |
|
|
2016
Q2 | $83K | Buy |
1,058
+602
| +132% | +$47.2K | 0.01% | 575 |
|
|
2016
Q1 | $37K | Buy |
456
+25
| +6% | +$2.03K | 0.01% | 779 |
|
|
2015
Q4 | $38K | Buy |
+431
| New | +$38K | 0.01% | 788 |
|