Leelyn Smith’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-593
| Closed | -$55.3K | – | 175 |
|
|
2022
Q4 | $55.3K | Buy |
593
+528
| +812% | +$49.2K | 0.02% | 171 |
|
|
2022
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $7K | Hold |
65
| – | – | ﹤0.01% | 311 |
|
|
2021
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 313 |
|
|
2021
Q1 | $5K | Sell |
65
-655
| -91% | -$50.4K | ﹤0.01% | 329 |
|
|
2020
Q4 | $49K | Sell |
720
-170
| -19% | -$11.6K | 0.02% | 197 |
|
|
2020
Q3 | $52K | Hold |
890
| – | – | 0.02% | 184 |
|
|
2020
Q2 | $58K | Hold |
890
| – | – | 0.02% | 189 |
|
|
2020
Q1 | $53K | Buy |
+890
| New | +$53K | 0.03% | 164 |
|