TrueWealth LLC’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$74K Sell
2020
Q1
$85K Sell
2019
Q4
$108K Buy
2019
Q3
$73K Buy
2019
Q2
$30K Sell
2019
Q1
$30K Sell
2018
Q4
$66K Buy
2018
Q3
$44K Buy
2018
Q2
$29K Sell
2018
Q1
$32K Buy
2017
Q4
$32K Buy