Beach Investment Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$282K Buy
2016
Q2
Sell
2016
Q1
$908K Buy
2015
Q4
Sell
2015
Q3
$1.09M Sell
2015
Q2
$2.6M Buy
2015
Q1
$1.88M Buy
2014
Q4
$1.21M Buy
2014
Q3
$928K Hold
2014
Q2
$879K Sell
2014
Q1
$1.59M Sell
2013
Q4
$1.81M Hold
2013
Q3
$1.44M Hold
2013
Q2
$1.45M Buy