AWS
Aris Wealth Services’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $179K | Sell |
1,860
-9,447
| -84% | -$909K | 0.38% | 44 |
|
|
2015
Q2 | $1.19M | Buy |
11,307
+2,384
| +27% | +$250K | 1.09% | 17 |
|
|
2015
Q1 | $921K | Buy |
8,923
+97
| +1% | +$10K | 0.86% | 28 |
|
|
2014
Q4 | $850K | Sell |
8,826
-222
| -2% | -$21.4K | 0.95% | 29 |
|
|
2014
Q3 | $720K | Buy |
9,048
+273
| +3% | +$21.7K | 0.89% | 28 |
|
|
2014
Q2 | $661K | Buy |
8,775
+201
| +2% | +$15.1K | 0.86% | 32 |
|
|
2014
Q1 | $642K | Sell |
8,574
-1,421
| -14% | -$106K | 0.94% | 29 |
|
|
2013
Q4 | $715K | Buy |
9,995
+188
| +2% | +$13.4K | 1.2% | 19 |
|
|
2013
Q3 | $557K | Buy |
9,807
+1,131
| +13% | +$64.2K | 1.02% | 28 |
|
|
2013
Q2 | $496K | Buy |
+8,676
| New | +$496K | 1.06% | 22 |
|