Lake Point Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $19K | Hold |
202
| – | – | 0.01% | 119 |
|
|
2022
Q1 | $20K | Hold |
202
| – | – | 0.01% | 108 |
|
|
2021
Q4 | $21K | Buy |
202
+200
| +10,000% | +$20.8K | 0.01% | 115 |
|
|
2021
Q3 | $0 | Sell |
2
-18
| -90% | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 329 |
|
|
2020
Q1 | $73K | Buy |
1,226
+1,058
| +630% | +$63K | 0.06% | 32 |
|
|
2019
Q4 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 253 |
|
|
2019
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $9K | Sell |
168
-115
| -41% | -$6.16K | ﹤0.01% | 339 |
|
|
2018
Q4 | $19K | Buy |
+283
| New | +$19K | 0.01% | 355 |
|