Perennial 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
Q3 | – | Sell |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $38K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $36K | Sell |
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|
2017
Q3 | $93K | Hold |
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|
2017
Q2 | $92K | Buy |
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|
2017
Q1 | $86K | Hold |
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|
2016
Q4 | $87K | Buy |
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