CWA
Cypress Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,431
| Closed | -$271K | – | 219 |
|
|
2016
Q4 | $271K | Sell |
3,431
-816
| -19% | -$64.5K | 0.12% | 150 |
|
|
2016
Q3 | $378K | Buy |
4,247
+551
| +15% | +$49K | 0.17% | 119 |
|
|
2016
Q2 | $354K | Sell |
3,696
-2
| -0.1% | -$192 | 0.17% | 115 |
|
|
2016
Q1 | $384K | Buy |
3,698
+63
| +2% | +$6.54K | 0.18% | 115 |
|
|
2015
Q4 | $355K | Hold |
3,635
| – | – | 0.18% | 112 |
|
|
2015
Q3 | $351K | Buy |
3,635
+900
| +33% | +$86.9K | 0.19% | 113 |
|
|
2015
Q2 | $287K | Buy |
+2,735
| New | +$287K | 0.17% | 114 |
|