CSat Investment Advisory’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$2.9M Buy
38,484
+38,397
+44,134% +$2.89M 2.43% 9
2020
Q4
$6K Sell
87
-57,436
-100% -$3.96M 0.01% 468
2020
Q3
$3.36M Buy
57,523
+36,246
+170% +$2.12M 0.3% 28
2020
Q2
$1.38M Buy
21,277
+18,998
+834% +$1.23M 0.17% 61
2020
Q1
$135K Buy
2,279
+399
+21% +$23.6K 0.03% 295
2019
Q4
$140K Buy
1,880
+91
+5% +$6.78K 0.04% 291
2019
Q3
$113K Buy
1,789
+113
+7% +$7.14K 0.04% 292
2019
Q2
$91K Buy
1,676
+1,443
+619% +$78.3K 0.03% 309
2019
Q1
$13K Buy
233
+194
+497% +$10.8K 0.01% 389
2018
Q4
$3K Buy
39
+5
+15% +$385 ﹤0.01% 514
2018
Q3
$3K Sell
34
-141
-81% -$12.4K ﹤0.01% 505
2018
Q2
$12K Buy
+175
New +$12K 0.01% 300