Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-252
| Closed | -$17K | – | 192 |
|
|
2018
Q4 | $17K | Buy |
+252
| New | +$17K | 0.01% | 109 |
|
|
2015
Q4 | – | Sell |
-1,025
| Closed | -$99K | – | 133 |
|
|
2015
Q3 | $99K | Buy |
1,025
+144
| +16% | +$13.9K | 0.1% | 30 |
|
|
2015
Q2 | $92K | Buy |
881
+535
| +155% | +$55.9K | 0.07% | 48 |
|
|
2015
Q1 | $36K | Buy |
346
+164
| +90% | +$17.1K | 0.03% | 65 |
|
|
2014
Q4 | $18K | Buy |
+182
| New | +$18K | 0.02% | 75 |
|