Ironwood Financial’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-126
| Closed | -$11K | – | 203 |
|
|
2021
Q3 | $11K | Hold |
126
| – | – | ﹤0.01% | 355 |
|
|
2021
Q2 | $11K | Buy |
126
+41
| +48% | +$3.58K | ﹤0.01% | 352 |
|
|
2021
Q1 | $6K | Buy |
85
+24
| +39% | +$1.69K | ﹤0.01% | 393 |
|
|
2020
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 393 |
|
|
2020
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 325 |
|
|
2015
Q1 | – | Sell |
-7
| Closed | -$1K | – | 353 |
|
|
2014
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 268 |
|