Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,307
| Closed | -$822K | – | 51 |
|
|
2017
Q4 | $822K | Sell |
11,307
-725
| -6% | -$52.7K | 1.34% | 21 |
|
|
2017
Q3 | $975K | Buy |
12,032
+395
| +3% | +$32K | 1.46% | 9 |
|
|
2017
Q2 | $936K | Buy |
11,637
+2,278
| +24% | +$183K | 1.31% | 16 |
|
|
2017
Q1 | $736K | Buy |
+9,359
| New | +$736K | 0.78% | 30 |
|