TWM
Torch Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,225
| Closed | -$886K | – | 97 |
|
|
2016
Q4 | $886K | Sell |
11,225
-4,475
| -29% | -$353K | 0.63% | 52 |
|
|
2016
Q3 | $1.4M | Buy |
15,700
+3,900
| +33% | +$347K | 1.02% | 37 |
|
|
2016
Q2 | $1.13M | Buy |
+11,800
| New | +$1.13M | 0.83% | 51 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$15K | – | 135 |
|
|
2014
Q2 | $15K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2014
Q1 | $15K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2013
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 206 |
|