Plancorp LLC’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,575
| Closed | -$215K | – | 238 |
|
|
2021
Q2 | $215K | Sell |
2,575
-130
| -5% | -$10.9K | 0.02% | 208 |
|
|
2021
Q1 | $203K | Buy |
+2,705
| New | +$203K | 0.04% | 198 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$268K | – | 83 |
|
|
2015
Q1 | $268K | Hold |
2,600
| – | – | 0.27% | 76 |
|
|
2014
Q4 | $250K | Buy |
+2,600
| New | +$250K | 0.26% | 55 |
|