LDFR
Lehman & Derafelo Financial Resources’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.1M | Sell |
108,233
-1,609
| -1% | -$150K | 2.99% | 8 |
|
|
2022
Q3 | $10.5M | Sell |
109,842
-900
| -0.8% | -$85.8K | 3.3% | 7 |
|
|
2022
Q2 | $10.3M | Buy |
110,742
+9
| +0% | +$834 | 3.17% | 8 |
|
|
2022
Q1 | $11.2M | Sell |
110,733
-971
| -0.9% | -$98.3K | 3.12% | 7 |
|
|
2021
Q4 | $11.5M | Sell |
111,704
-1,564
| -1% | -$161K | 3.48% | 7 |
|
|
2021
Q3 | $9.61M | Sell |
113,268
-690
| -0.6% | -$58.6K | 3.12% | 6 |
|
|
2021
Q2 | $9.51M | Sell |
113,958
-1,189
| -1% | -$99.2K | 2.6% | 7 |
|
|
2021
Q1 | $8.66M | Buy |
115,147
+61
| +0.1% | +$4.59K | 2.43% | 8 |
|
|
2020
Q4 | $7.86M | Sell |
115,086
-2,971
| -3% | -$203K | 2.35% | 8 |
|
|
2020
Q3 | $6.9M | Buy |
118,057
+6,790
| +6% | +$397K | 2.19% | 8 |
|
|
2020
Q2 | $7.23M | Buy |
111,267
+544
| +0.5% | +$35.3K | 2.52% | 7 |
|
|
2020
Q1 | $6.57M | Buy |
110,723
+2,070
| +2% | +$123K | 2.73% | 8 |
|
|
2019
Q4 | $8.07M | Buy |
108,653
+358
| +0.3% | +$26.6K | 2.9% | 7 |
|
|
2019
Q3 | $6.83M | Buy |
+108,295
| New | +$6.83M | 2.61% | 8 |
|