Constellation Wealth 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
2015
Q3
Sell
2015
Q2
$920K Hold
2015
Q1
$905K Sell
2014
Q4
$993K Sell
2014
Q3
$1.6M Buy
2014
Q2
$1.06M Buy
2014
Q1
$911K Sell
2013
Q4
$947K Sell
2013
Q3
$765K Sell
2013
Q2
$870K Buy