Clarus Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,366
| Closed | -$129K | – | 224 |
|
|
2019
Q2 | $129K | Sell |
2,366
-102
| -4% | -$5.56K | 0.09% | 158 |
|
|
2019
Q1 | $133K | Buy |
2,468
+12
| +0.5% | +$647 | 0.1% | 155 |
|
|
2018
Q4 | $161K | Buy |
2,456
+158
| +7% | +$10.4K | 0.25% | 108 |
|
|
2018
Q3 | $181K | Buy |
2,298
+81
| +4% | +$6.38K | 0.12% | 146 |
|
|
2018
Q2 | $138K | Buy |
+2,217
| New | +$138K | 0.1% | 161 |
|