New England Professional Planning Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $265K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2016
Q2 | $240K | Hold |
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|
2016
Q1 | $266K | Sell |
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|
2015
Q4 | $314K | Buy |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $328K | Hold |
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|
2015
Q1 | $313K | Buy |
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|
2014
Q4 | $307K | Buy |
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