Ken Stern & Associates’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $320K | Sell |
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|
2017
Q2 | $320K | Hold |
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|
2017
Q1 | $327K | Buy |
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|
2016
Q4 | $242K | Sell |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $388K | Buy |
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|
2016
Q1 | $412K | Buy |
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|
2015
Q4 | $328K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.09M | Buy |
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