Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.18M | Sell |
27,602
-2,425
| -8% | -$191K | 0.35% | 80 |
|
|
2016
Q3 | $2.67M | Buy |
30,027
+2,091
| +7% | +$186K | 0.45% | 66 |
|
|
2016
Q2 | $2.68M | Buy |
+27,936
| New | +$2.68M | 0.46% | 58 |
|
|
2015
Q1 | – | Sell |
-13,796
| Closed | -$1.33M | – | 89 |
|
|
2014
Q4 | $1.33M | Buy |
13,796
+2,783
| +25% | +$268K | 0.27% | 53 |
|
|
2014
Q3 | $877K | Sell |
11,013
-87
| -0.8% | -$6.93K | 0.26% | 56 |
|
|
2014
Q2 | $837K | Buy |
+11,100
| New | +$837K | 0.22% | 65 |
|