WESPAC Advisors SoCal’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-412
| Closed | -$19K | – | 115 |
|
|
2019
Q1 | $19K | Sell |
412
-700
| -63% | -$32.3K | 0.01% | 177 |
|
|
2018
Q4 | $49K | Hold |
1,112
| – | – | 0.03% | 122 |
|
|
2018
Q3 | $60K | Buy |
+1,112
| New | +$60K | 0.03% | 121 |
|
|
2018
Q2 | – | Sell |
-1,112
| Closed | -$69K | – | 114 |
|
|
2018
Q1 | $69K | Hold |
1,112
| – | – | 0.04% | 104 |
|
|
2017
Q4 | $68K | Hold |
1,112
| – | – | 0.04% | 110 |
|
|
2017
Q3 | $74K | Hold |
1,112
| – | – | 0.04% | 115 |
|
|
2017
Q2 | $86K | Hold |
1,112
| – | – | 0.06% | 105 |
|
|
2017
Q1 | $90.7K | Hold |
1,112
| – | – | 0.06% | 105 |
|
|
2016
Q4 | $80K | Sell |
1,112
-3,650
| -77% | -$263K | 0.05% | 105 |
|
|
2016
Q3 | $370K | Sell |
4,762
-1,150
| -19% | -$89.4K | 0.25% | 62 |
|
|
2016
Q2 | $461K | Buy |
5,912
+200
| +4% | +$15.6K | 0.3% | 50 |
|
|
2016
Q1 | $468K | Buy |
5,712
+225
| +4% | +$18.4K | 0.34% | 48 |
|
|
2015
Q4 | $489K | Buy |
+5,487
| New | +$489K | 0.32% | 51 |
|