Fiduciary Planning’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-42
| Closed | -$3K | – | 103 |
|
|
2021
Q1 | $3K | Sell |
42
-20,270
| -100% | -$1.45M | ﹤0.01% | 210 |
|
|
2020
Q4 | $1.39M | Buy |
20,312
+925
| +5% | +$63.2K | 1.95% | 27 |
|
|
2020
Q3 | $1.13M | Buy |
19,387
+1,737
| +10% | +$101K | 1.87% | 26 |
|
|
2020
Q2 | $1.11M | Buy |
+17,650
| New | +$1.11M | 2.45% | 16 |
|