MSWM
Mader & Shannon Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,675
| Closed | -$764K | – | 13 |
|
|
2018
Q4 | $764K | Buy |
+11,675
| New | +$764K | 0.62% | 14 |
|
|
2017
Q2 | – | Sell |
-14,029
| Closed | -$1.1M | – | 14 |
|
|
2017
Q1 | $1.1M | Buy |
+14,029
| New | +$1.1M | 0.79% | 12 |
|
|
2015
Q3 | – | Sell |
-90,864
| Closed | -$9.53M | – | 8 |
|
|
2015
Q2 | $9.53M | Buy |
+90,864
| New | +$9.53M | 10.88% | 4 |
|
|
2015
Q1 | – | Sell |
-57,069
| Closed | -$5.5M | – | 22 |
|
|
2014
Q4 | $5.5M | Buy |
57,069
+622
| +1% | +$59.9K | 3.7% | 8 |
|
|
2014
Q3 | $4.49M | Buy |
56,447
+30,219
| +115% | +$2.41M | 8.76% | 6 |
|
|
2014
Q2 | $1.98M | Buy |
+26,228
| New | +$1.98M | 1.52% | 25 |
|