Stevens First Principles Investment Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.8M | Sell |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $2.64M | Buy |
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|
2018
Q1 | $2.51M | Buy |
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|
2017
Q4 | $2.92M | Buy |
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|
2017
Q3 | $3.25M | Buy |
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|
2017
Q2 | $3.2M | Buy |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $3.09M | Buy |
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|
2016
Q3 | $3.11M | Sell |
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|
2016
Q2 | $3.39M | Sell |
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|
2016
Q1 | $3.68M | Buy |
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|
2015
Q4 | $51K | Hold |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $55K | Hold |
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|
2015
Q1 | $54K | Hold |
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|
2014
Q4 | $51K | Hold |
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|
2014
Q3 | $42K | Hold |
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|
2014
Q2 | $40K | Hold |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $38K | Hold |
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|
2013
Q3 | $30K | Hold |
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|
2013
Q2 | $30K | Buy |
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