Squar Milner Financial Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,687
| Closed | -$499K | – | 44 |
|
|
2020
Q2 | $499K | Buy |
7,687
+568
| +8% | +$36.9K | 0.28% | 97 |
|
|
2020
Q1 | $422K | Sell |
7,119
-683
| -9% | -$40.5K | 0.25% | 83 |
|
|
2019
Q4 | $579K | Sell |
7,802
-79
| -1% | -$5.86K | 0.29% | 76 |
|
|
2019
Q3 | $460K | Buy |
7,881
+1,764
| +29% | +$103K | 0.24% | 106 |
|
|
2019
Q2 | $333K | Sell |
6,117
-1,345
| -18% | -$73.2K | 0.22% | 105 |
|
|
2019
Q1 | $402K | Buy |
7,462
+3,883
| +108% | +$209K | 0.3% | 74 |
|
|
2018
Q4 | $234K | Buy |
3,579
+1,384
| +63% | +$90.5K | 0.22% | 112 |
|
|
2018
Q3 | $173K | Buy |
2,195
+304
| +16% | +$24K | 0.16% | 176 |
|
|
2018
Q2 | $122K | Buy |
+1,891
| New | +$122K | 0.11% | 224 |
|