Cascadia Advisory Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $594K | Sell |
7,005
-428
| -6% | -$36.3K | 0.12% | 166 |
|
|
2021
Q2 | $620K | Sell |
7,433
-141
| -2% | -$11.8K | 0.13% | 154 |
|
|
2021
Q1 | $570K | Buy |
+7,574
| New | +$570K | 0.13% | 152 |
|
|
2020
Q3 | $620K | Sell |
10,621
-23,384
| -69% | -$1.37M | 0.17% | 148 |
|
|
2020
Q2 | $2.21M | Buy |
+34,005
| New | +$2.21M | 0.68% | 40 |
|
|
2019
Q4 | $2.08M | Buy |
+27,928
| New | +$2.08M | 0.59% | 48 |
|