Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15K | Buy |
171
+21
| +14% | +$1.84K | 0.01% | 123 |
|
|
2021
Q2 | $13K | Hold |
150
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $11K | Sell |
150
-124
| -45% | -$9.09K | 0.01% | 125 |
|
|
2020
Q4 | $19K | Sell |
274
-176
| -39% | -$12.2K | 0.01% | 116 |
|
|
2020
Q3 | $26K | Sell |
450
-1,460
| -76% | -$84.4K | 0.02% | 105 |
|
|
2020
Q2 | $124K | Buy |
1,910
+1,460
| +324% | +$94.8K | 0.1% | 57 |
|
|
2020
Q1 | $27K | Hold |
450
| – | – | 0.03% | 94 |
|
|
2019
Q4 | $33K | Buy |
+450
| New | +$33K | 0.03% | 101 |
|