Security National Bank’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-29,437
Closed -$2.39M 67
2017
Q3
$2.39M Sell
29,437
-550
-2% -$44.7K 1.64% 28
2017
Q2
$2.41M Buy
29,987
+397
+1% +$31.9K 1.76% 27
2017
Q1
$2.32M Buy
+29,590
New +$2.32M 1.74% 25