Gary Goldberg Planning Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.58M | Sell |
16,423
-4,007
| -20% | -$386K | 0.66% | 37 |
|
|
2014
Q3 | $1.63M | Sell |
20,430
-53
| -0.3% | -$4.22K | 0.68% | 39 |
|
|
2014
Q2 | $1.54M | Buy |
20,483
+1,519
| +8% | +$115K | 0.68% | 38 |
|
|
2014
Q1 | $1.42M | Buy |
18,964
+5,820
| +44% | +$436K | 0.69% | 39 |
|
|
2013
Q4 | $941K | Buy |
13,144
+255
| +2% | +$18.3K | 0.55% | 41 |
|
|
2013
Q3 | $731K | Sell |
12,889
-446
| -3% | -$25.3K | 0.44% | 47 |
|
|
2013
Q2 | $762K | Buy |
+13,335
| New | +$762K | 0.49% | 42 |
|