LA
Lucus Advisors’s CVS Health CVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $204K | Sell |
3,278
-1,295
| -28% | -$80.6K | 0.35% | 167 |
|
2017
Q4 | $332K | Buy |
4,573
+293
| +7% | +$21.3K | 0.48% | 115 |
|
2017
Q3 | $348K | Buy |
+4,280
| New | +$348K | 0.49% | 89 |
|
2017
Q2 | – | Sell |
-5,199
| Closed | -$408K | – | 202 |
|
2017
Q1 | $408K | Buy |
+5,199
| New | +$408K | 0.38% | 131 |
|