Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Hold |
0
| – | – | – | 234 |
|
|
2014
Q4 | – | Sell |
-10,695
| Closed | -$851K | – | 160 |
|
|
2014
Q3 | $851K | Buy |
10,695
+10,615
| +13,269% | +$845K | 0.77% | 24 |
|
|
2014
Q2 | $6K | Sell |
80
-200
| -71% | -$15K | 0.01% | 240 |
|
|
2014
Q1 | $21K | Sell |
280
-120
| -30% | -$9K | 0.02% | 185 |
|
|
2013
Q4 | $29K | Buy |
400
+300
| +300% | +$21.8K | 0.02% | 217 |
|
|
2013
Q3 | $6K | Buy |
+100
| New | +$6K | 0.01% | 325 |
|