DeDora Capital’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-671
| Closed | -$68K | – | 172 |
|
|
2022
Q1 | $68K | Buy |
+671
| New | +$68K | 0.03% | 138 |
|
|
2019
Q1 | – | Sell |
-3,522
| Closed | -$231K | – | 86 |
|
|
2018
Q4 | $231K | Sell |
3,522
-300
| -8% | -$19.7K | 0.2% | 71 |
|
|
2018
Q3 | $301K | Buy |
3,822
+96
| +3% | +$7.56K | 0.23% | 68 |
|
|
2018
Q2 | $240K | Sell |
3,726
-2,428
| -39% | -$156K | 0.19% | 80 |
|
|
2018
Q1 | $383K | Buy |
6,154
+974
| +19% | +$60.6K | 0.31% | 61 |
|
|
2017
Q4 | $376K | Buy |
+5,180
| New | +$376K | 0.31% | 60 |
|