HC Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $14K | Buy |
+150
| New | +$14K | 0.01% | 211 |
|
|
2021
Q1 | – | Sell |
-895
| Closed | -$61K | – | 339 |
|
|
2020
Q4 | $61K | Buy |
895
+395
| +79% | +$26.9K | 0.04% | 124 |
|
|
2020
Q3 | $29K | Hold |
500
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $32K | Sell |
500
-110
| -18% | -$7.04K | 0.03% | 140 |
|
|
2020
Q1 | $36K | Buy |
+610
| New | +$36K | 0.03% | 135 |
|
|
2018
Q2 | – | Sell |
-3,599
| Closed | -$224K | – | 68 |
|
|
2018
Q1 | $224K | Sell |
3,599
-328
| -8% | -$20.4K | 0.22% | 68 |
|
|
2017
Q4 | $285K | Buy |
+3,927
| New | +$285K | 0.28% | 65 |
|