CWM
CMH Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,891
| Closed | -$1.24M | – | 54 |
|
|
2018
Q4 | $1.24M | Sell |
18,891
-55
| -0.3% | -$3.6K | 0.75% | 51 |
|
|
2018
Q3 | $1.51M | Buy |
18,946
+240
| +1% | +$19.1K | 0.79% | 49 |
|
|
2018
Q2 | $1.22M | Sell |
18,706
-11,549
| -38% | -$753K | 0.7% | 47 |
|
|
2018
Q1 | $1.85M | Sell |
30,255
-170
| -0.6% | -$10.4K | 1.25% | 30 |
|
|
2017
Q4 | $2.24M | Buy |
30,425
+17,260
| +131% | +$1.27M | 1.48% | 24 |
|
|
2017
Q3 | $1.06M | Buy |
+13,165
| New | +$1.06M | 0.79% | 43 |
|