Evolution Wealth Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-184
| Closed | -$16K | – | 268 |
|
|
2021
Q3 | $16K | Hold |
184
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $15K | Hold |
184
| – | – | ﹤0.01% | 345 |
|
|
2021
Q1 | $14K | Hold |
184
| – | – | ﹤0.01% | 352 |
|
|
2020
Q4 | $13K | Hold |
184
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $11K | Buy |
184
+16
| +10% | +$957 | ﹤0.01% | 337 |
|
|
2020
Q2 | $11K | Buy |
+168
| New | +$11K | ﹤0.01% | 272 |
|
|
2020
Q1 | – | Sell |
-177
| Closed | -$13K | – | 385 |
|
|
2019
Q4 | $13K | Buy |
+177
| New | +$13K | ﹤0.01% | 261 |
|
|
2019
Q3 | – | Sell |
-106
| Closed | -$6K | – | 501 |
|
|
2019
Q2 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 233 |
|