Concert Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $851K | Sell |
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|
2016
Q4 | $867K | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $930K | Buy |
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|
2015
Q4 | $866K | Sell |
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|
2015
Q3 | $937K | Buy |
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|
2015
Q2 | $955K | Sell |
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|
2015
Q1 | $490K | Sell |
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|
2014
Q4 | $989K | Sell |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $984K | Sell |
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|
2014
Q1 | $1.37M | Buy |
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|
2013
Q4 | $1.3M | Buy |
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|
2013
Q3 | $860K | Buy |
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|
2013
Q2 | $783K | Buy |
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