Brio Consultants’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,667
| Closed | -$336K | – | 69 |
|
|
2020
Q1 | $336K | Hold |
5,667
| – | – | 0.13% | 51 |
|
|
2019
Q4 | $421K | Buy |
5,667
+41
| +0.7% | +$3.05K | 0.14% | 49 |
|
|
2019
Q3 | $355K | Buy |
5,626
+50
| +0.9% | +$3.16K | 0.13% | 51 |
|
|
2019
Q2 | $304K | Buy |
5,576
+49
| +0.9% | +$2.67K | 0.12% | 55 |
|
|
2019
Q1 | $298K | Buy |
5,527
+42
| +0.8% | +$2.27K | 0.13% | 51 |
|
|
2018
Q4 | $359K | Buy |
+5,485
| New | +$359K | 0.18% | 50 |
|