Piershale Financial Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.33K | Buy |
135
+1
| +0.7% | +$69 | 0.01% | 122 |
|
|
2023
Q1 | $9.95K | Buy |
134
+1
| +0.8% | +$74 | 0.01% | 112 |
|
|
2022
Q4 | $12.4K | Buy |
+133
| New | +$12.4K | 0.01% | 97 |
|
|
2016
Q4 | – | Sell |
-113
| Closed | -$10K | – | 43 |
|
|
2016
Q3 | $10K | Buy |
113
+1
| +0.9% | +$88 | 0.01% | 88 |
|
|
2016
Q2 | $11K | Hold |
112
| – | – | 0.01% | 84 |
|
|
2016
Q1 | $12K | Buy |
112
+1
| +0.9% | +$107 | 0.01% | 74 |
|
|
2015
Q4 | $11K | Hold |
111
| – | – | 0.01% | 110 |
|
|
2015
Q3 | $11K | Hold |
111
| – | – | 0.01% | 74 |
|
|
2015
Q2 | $12K | Sell |
111
-129
| -54% | -$13.9K | 0.01% | 71 |
|
|
2015
Q1 | $25K | Buy |
240
+130
| +118% | +$13.5K | 0.02% | 50 |
|
|
2014
Q4 | $11K | Hold |
110
| – | – | 0.01% | 99 |
|
|
2014
Q3 | $9K | Buy |
110
+1
| +0.9% | +$82 | 0.01% | 89 |
|
|
2014
Q2 | $8K | Hold |
109
| – | – | 0.01% | 105 |
|
|
2014
Q1 | $8K | Buy |
109
+1
| +0.9% | +$73 | 0.01% | 85 |
|
|
2013
Q4 | $8K | Hold |
108
| – | – | 0.01% | 72 |
|
|
2013
Q3 | $6K | Hold |
108
| – | – | 0.01% | 83 |
|
|
2013
Q2 | $6K | Buy |
+108
| New | +$6K | 0.01% | 68 |
|