Hefty Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.83M | Buy |
29,396
+24,707
| +527% | +$1.54M | 1.18% | 30 |
|
|
2017
Q4 | $340K | Buy |
4,689
+3,769
| +410% | +$273K | 0.21% | 78 |
|
|
2017
Q3 | $75K | Sell |
920
-13,873
| -94% | -$1.13M | 0.05% | 116 |
|
|
2017
Q2 | $1.19M | Buy |
14,793
+13,831
| +1,438% | +$1.11M | 0.81% | 39 |
|
|
2017
Q1 | $75K | Sell |
962
-8,725
| -90% | -$680K | 0.05% | 105 |
|
|
2016
Q4 | $764K | Buy |
9,687
+8,767
| +953% | +$691K | 0.64% | 45 |
|
|
2016
Q3 | $81K | Buy |
920
+881
| +2,259% | +$77.6K | 0.06% | 100 |
|
|
2016
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 183 |
|
|
2016
Q1 | $4K | Sell |
39
-8,176
| -100% | -$839K | ﹤0.01% | 178 |
|
|
2015
Q4 | $803K | Buy |
+8,215
| New | +$803K | 0.77% | 41 |
|