DLG
Daniel L. Goodwin’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $411K | Buy |
5,885
+100
| +2% | +$6.98K | 0.2% | 52 |
|
|
2023
Q2 | $400K | Sell |
5,785
-1,710
| -23% | -$118K | 0.19% | 52 |
|
|
2023
Q1 | $557K | Hold |
7,495
| – | – | 0.28% | 47 |
|
|
2022
Q4 | $698K | Buy |
7,495
+710
| +10% | +$66.2K | 0.35% | 37 |
|
|
2022
Q3 | $648K | Buy |
6,785
+1,220
| +22% | +$117K | 0.37% | 37 |
|
|
2022
Q2 | $516K | Buy |
+5,565
| New | +$516K | 0.28% | 46 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$788K | – | 93 |
|
|
2018
Q3 | $788K | Hold |
10,000
| – | – | 0.37% | 39 |
|
|
2018
Q2 | $644K | Hold |
10,000
| – | – | 0.3% | 47 |
|
|
2018
Q1 | $622K | Hold |
10,000
| – | – | 0.3% | 42 |
|
|
2017
Q4 | $725K | Buy |
+10,000
| New | +$725K | 0.32% | 40 |
|