Hefty Wealth Partners’s CVS Health CVS Stock Holding History

Hefty Wealth Partners’s Portfolio CVS Stock Details CVS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.83M	Buy
2017 Q4	$340K	Buy
2017 Q3	$75K	Sell
2017 Q2	$1.19M	Buy
2017 Q1	$75K	Sell
2016 Q4	$764K	Buy
2016 Q3	$81K	Buy
2016 Q2	$3K	Hold
2016 Q1	$4K	Sell
2015 Q4	$803K	Buy