Wellesley Investment Partners’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,224
| Closed | -$303K | – | 128 |
|
|
2018
Q2 | $303K | Sell |
6,224
-8,130
| -57% | -$396K | 0.11% | 100 |
|
|
2018
Q1 | $899K | Buy |
14,354
+49
| +0.3% | +$3.07K | 0.32% | 57 |
|
|
2017
Q4 | $876K | Buy |
14,305
+1,834
| +15% | +$112K | 0.33% | 58 |
|
|
2017
Q3 | $834K | Sell |
12,471
-643
| -5% | -$43K | 0.34% | 54 |
|
|
2017
Q2 | $1.02M | Buy |
13,114
+567
| +5% | +$44.1K | 0.43% | 40 |
|
|
2017
Q1 | $1.02M | Buy |
12,547
+887
| +8% | +$72.3K | 0.45% | 34 |
|
|
2016
Q4 | $839K | Buy |
11,660
+3,421
| +42% | +$246K | 0.41% | 43 |
|
|
2016
Q3 | $640K | Buy |
8,239
+1,448
| +21% | +$112K | 0.33% | 55 |
|
|
2016
Q2 | $529K | Buy |
6,791
+773
| +13% | +$60.2K | 0.29% | 56 |
|
|
2016
Q1 | $493K | Buy |
6,018
+505
| +9% | +$41.4K | 0.3% | 60 |
|
|
2015
Q4 | $492K | Buy |
+5,513
| New | +$492K | 0.34% | 56 |
|