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Dougherty Wealth Advisers’s CVS Health CVS Stock Holding History

Dougherty Wealth Advisers’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,285
Closed -$69K – 249
2019
Q1 		$69K Sell
1,285
-637
-33% -$34.2K 0.23% 78
2018
Q4 		$126K Buy
+1,922
New +$126K 0.41% 49