Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $322K | Sell |
3,107
-1,976
| -39% | -$205K | 0.08% | 185 |
|
|
2015
Q4 | $497K | Buy |
5,083
+1,229
| +32% | +$120K | 0.13% | 144 |
|
|
2015
Q3 | $372K | Sell |
3,854
-80
| -2% | -$7.72K | 0.09% | 165 |
|
|
2015
Q2 | $413K | Buy |
3,934
+1,046
| +36% | +$110K | 0.1% | 168 |
|
|
2015
Q1 | $298K | Buy |
+2,888
| New | +$298K | 0.09% | 172 |
|