Demars Financial Group’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 |
-2,020
| Closed | -$204K | – | 77 |
|
|
2022
Q1 | $204K | Sell |
2,020
-20
| -1% | -$2.02K | 0.1% | 86 |
|
|
2021
Q4 | $210K | Sell |
2,040
-620
| -23% | -$63.8K | 0.11% | 88 |
|
|
2021
Q3 | $226K | Sell |
2,660
-3,915
| -60% | -$333K | 0.13% | 82 |
|
|
2021
Q2 | $549K | Buy |
6,575
+20
| +0.3% | +$1.67K | 0.33% | 51 |
|
|
2021
Q1 | $493K | Sell |
6,555
-60
| -0.9% | -$4.51K | 0.33% | 52 |
|
|
2020
Q4 | $452K | Buy |
6,615
+5
| +0.1% | +$342 | 0.32% | 50 |
|
|
2020
Q3 | $386K | Buy |
6,610
+1,479
| +29% | +$86.4K | 0.29% | 46 |
|
|
2020
Q2 | $333K | Buy |
5,131
+461
| +10% | +$29.9K | 0.28% | 46 |
|
|
2020
Q1 | $277K | Buy |
+4,670
| New | +$277K | 0.29% | 42 |
|