Fusion Family Wealth’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 277 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 210 |
|
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 219 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 210 |
|
|
2017
Q1 | $8K | Sell |
100
-42
| -30% | -$3.36K | ﹤0.01% | 211 |
|
|
2016
Q4 | $12K | Buy |
+142
| New | +$12K | 0.01% | 230 |
|