Paradigm Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $1.97M | Sell |
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|
2019
Q4 | $3.18M | Buy |
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|
2019
Q3 | $2.68M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $3.28M | Buy |
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|
2018
Q4 | $3.14M | Buy |
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|
2018
Q3 | $3.23M | Buy |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $1.87M | Buy |
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|
2017
Q4 | $1.94M | Buy |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $923K | Buy |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $217K | Hold |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $258K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $240K | Buy |
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