Blue Chip Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $311K | Buy |
5,318
+907
| +21% | +$53K | 0.25% | 79 |
|
2020
Q2 | $287K | Buy |
4,411
+145
| +3% | +$9.43K | 0.27% | 74 |
|
2020
Q1 | $253K | Buy |
4,266
+532
| +14% | +$31.6K | 0.32% | 74 |
|
2019
Q4 | $277K | Sell |
3,734
-304
| -8% | -$22.6K | 0.26% | 83 |
|
2019
Q3 | $255K | Sell |
4,038
-190
| -4% | -$12K | 0.27% | 85 |
|
2019
Q2 | $230K | Buy |
4,228
+474
| +13% | +$25.8K | 0.24% | 90 |
|
2019
Q1 | $202K | Buy |
+3,754
| New | +$202K | 0.23% | 90 |
|