Swaine & Leidel Wealth Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.54M | Buy |
+53,477
| New | +$4.54M | 4% | 4 |
|
|
2020
Q4 | – | Sell |
-25,003
| Closed | -$1.46M | – | 63 |
|
|
2020
Q3 | $1.46M | Buy |
+25,003
| New | +$1.46M | 1.42% | 33 |
|
|
2019
Q4 | – | Sell |
-12,618
| Closed | -$2.44M | – | 67 |
|
|
2019
Q3 | $2.44M | Buy |
12,618
+1,778
| +16% | +$344K | 2.21% | 24 |
|
|
2019
Q2 | $2M | Buy |
10,840
+1,762
| +19% | +$325K | 2.14% | 26 |
|
|
2019
Q1 | $1.73M | Buy |
+9,078
| New | +$1.73M | 2.18% | 27 |
|