Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-320
| Closed | -$27K | – | 274 |
|
|
2021
Q3 | $27K | Hold |
320
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $27K | Sell |
320
-850
| -73% | -$71.7K | 0.01% | 305 |
|
|
2021
Q1 | $88K | Buy |
1,170
+275
| +31% | +$20.7K | 0.05% | 177 |
|
|
2020
Q4 | $61K | Buy |
895
+550
| +159% | +$37.5K | 0.04% | 196 |
|
|
2020
Q3 | $20K | Buy |
345
+100
| +41% | +$5.8K | 0.02% | 306 |
|
|
2020
Q2 | $16K | Buy |
+245
| New | +$16K | 0.01% | 348 |
|