Gary Goldberg Planning Services’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$1.58M Sell
2014
Q3
$1.63M Sell
2014
Q2
$1.54M Buy
2014
Q1
$1.42M Buy
2013
Q4
$941K Buy
2013
Q3
$731K Sell
2013
Q2
$762K Buy