Litman Gregory 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
2019
Q4
Sell
-10
Closed -$1K 222
2019
Q3
$1K Sell
10
-10
-50% -$1K ﹤0.01% 199
2019
Q2
$1K Buy
+20
New +$1K ﹤0.01% 228
2018
Q2
Sell
-1,150
Closed -$72K 114
2018
Q1
$72K Buy
+1,150
New +$72K 0.03% 72