Altman Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-17,691
| Closed | -$1.03M | – | 83 |
|
2020
Q3 | $1.03M | Sell |
17,691
-19,222
| -52% | -$1.12M | 0.73% | 58 |
|
2020
Q2 | $2.4M | Sell |
36,913
-560
| -1% | -$36.4K | 2.04% | 16 |
|
2020
Q1 | $2.22M | Sell |
37,473
-2,090
| -5% | -$124K | 2.06% | 12 |
|
2019
Q4 | $2.94M | Sell |
39,563
-454
| -1% | -$33.7K | 2.35% | 11 |
|
2019
Q3 | $2.52M | Buy |
+40,017
| New | +$2.52M | 2.14% | 15 |
|