Shine Investment Advisory Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-350
| Closed | -$19K | – | 694 |
|
2019
Q1 | $19K | Buy |
+350
| New | +$19K | 0.01% | 468 |
|
2018
Q3 | – | Sell |
-539
| Closed | -$35K | – | 644 |
|
2018
Q2 | $35K | Hold |
539
| – | – | 0.02% | 367 |
|
2018
Q1 | $34K | Buy |
539
+236
| +78% | +$14.9K | 0.02% | 366 |
|
2017
Q4 | $22K | Sell |
303
-46
| -13% | -$3.34K | 0.01% | 440 |
|
2017
Q3 | $28K | Sell |
349
-56
| -14% | -$4.49K | 0.01% | 392 |
|
2017
Q2 | $33K | Buy |
+405
| New | +$33K | 0.02% | 352 |
|