Professional Planning’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,510
| Closed | -$1.54M | – | 126 |
|
|
2020
Q4 | $1.54M | Buy |
22,510
+1,777
| +9% | +$121K | 0.62% | 34 |
|
|
2020
Q3 | $1.21M | Buy |
20,733
+3,453
| +20% | +$202K | 0.92% | 22 |
|
|
2020
Q2 | $1.12M | Buy |
17,280
+475
| +3% | +$30.9K | 0.6% | 38 |
|
|
2020
Q1 | $997K | Buy |
16,805
+2,203
| +15% | +$131K | 1.16% | 23 |
|
|
2019
Q4 | $1.09M | Buy |
14,602
+1,566
| +12% | +$116K | 0.94% | 30 |
|
|
2019
Q3 | $822K | Buy |
+13,036
| New | +$822K | 0.87% | 26 |
|