Ancora Family Wealth Advisors’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$2.37M Buy
26,641
+6,662
+33% +$593K 0.81% 37
2016
Q2
$1.91M Buy
19,979
+60
+0.3% +$5.75K 0.72% 39
2016
Q1
$2.07M Buy
19,919
+2,581
+15% +$268K 0.84% 34
2015
Q4
$1.7M Sell
17,338
-147
-0.8% -$14.4K 0.73% 45
2015
Q3
$1.69M Buy
+17,485
New +$1.69M 0.7% 44