Stanford Investment Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-829
| Closed | -$65K | – | 63 |
|
|
2016
Q4 | $65K | Hold |
829
| – | – | 0.03% | 120 |
|
|
2016
Q3 | $74K | Buy |
829
+104
| +14% | +$9.28K | 0.03% | 110 |
|
|
2016
Q2 | $69K | Hold |
725
| – | – | 0.04% | 115 |
|
|
2016
Q1 | $75K | Hold |
725
| – | – | 0.04% | 106 |
|
|
2015
Q4 | $71K | Hold |
725
| – | – | 0.04% | 105 |
|
|
2015
Q3 | $70K | Hold |
725
| – | – | 0.05% | 98 |
|
|
2015
Q2 | $76K | Hold |
725
| – | – | 0.06% | 103 |
|
|
2015
Q1 | $75K | Hold |
725
| – | – | 0.06% | 104 |
|
|
2014
Q4 | $70K | Buy |
+725
| New | +$70K | 0.06% | 113 |
|