Clear Perspective Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $458 | Sell |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $375K | Buy |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $473K | Buy |
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|
2018
Q3 | $545K | Sell |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $17K | Buy |
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