Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-105
| Closed | -$6K | – | 681 |
|
|
2020
Q3 | $6K | Buy |
105
+33
| +46% | +$1.89K | ﹤0.01% | 249 |
|
|
2020
Q2 | $4K | Buy |
72
+52
| +260% | +$2.89K | ﹤0.01% | 259 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 748 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 843 |
|
|
2019
Q2 | – | Sell |
-205
| Closed | -$11K | – | 925 |
|
|
2019
Q1 | $11K | Buy |
+205
| New | +$11K | 0.01% | 223 |
|