Stonebridge Financial Planning Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$11K | – | 160 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | 0.01% | 341 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | 0.01% | 339 |
|
|
2019
Q4 | $7K | Buy |
+100
| New | +$7K | 0.01% | 306 |
|