DPA
Delphi Private Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-154
| Closed | -$12K | – | 147 |
|
|
2016
Q4 | $12K | Hold |
154
| – | – | 0.02% | 92 |
|
|
2016
Q3 | $14K | Sell |
154
-318
| -67% | -$28.9K | 0.02% | 86 |
|
|
2016
Q2 | $45K | Buy |
472
+17
| +4% | +$1.62K | 0.08% | 46 |
|
|
2016
Q1 | $47K | Sell |
455
-42
| -8% | -$4.34K | 0.08% | 47 |
|
|
2015
Q4 | $49K | Buy |
+497
| New | +$49K | 0.08% | 48 |
|