KA
Kaizen Advisory’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $230K | Buy |
3,512
+1,208
| +52% | +$79.1K | 0.16% | 153 |
|
|
2018
Q3 | $181K | Hold |
2,304
| – | – | 0.09% | 167 |
|
|
2018
Q2 | $148K | Buy |
2,304
+1,348
| +141% | +$86.6K | 0.08% | 178 |
|
|
2018
Q1 | $59K | Hold |
956
| – | – | 0.06% | 177 |
|
|
2017
Q4 | $69K | Buy |
+956
| New | +$69K | 0.04% | 164 |
|