Destination Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-146
| Closed | -$8K | – | 219 |
|
|
2019
Q2 | $8K | Sell |
146
-30
| -17% | -$1.64K | ﹤0.01% | 450 |
|
|
2019
Q1 | $9K | Buy |
176
+80
| +83% | +$4.09K | ﹤0.01% | 489 |
|
|
2018
Q4 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 434 |
|
|
2018
Q3 | – | Sell |
-654
| Closed | -$42K | – | 693 |
|
|
2018
Q2 | $42K | Sell |
654
-169
| -21% | -$10.9K | ﹤0.01% | 284 |
|
|
2018
Q1 | $82K | Buy |
+823
| New | +$82K | 0.01% | 204 |
|