US Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-196
| Closed | -$20K | – | 116 |
|
|
2016
Q1 | $20K | Sell |
196
-390
| -67% | -$39.8K | 0.03% | 162 |
|
|
2015
Q4 | $57K | Sell |
586
-15
| -2% | -$1.46K | 0.05% | 127 |
|
|
2015
Q3 | $58K | Sell |
601
-61
| -9% | -$5.89K | 0.1% | 97 |
|
|
2015
Q2 | $69K | Buy |
662
+196
| +42% | +$20.4K | 0.07% | 88 |
|
|
2015
Q1 | $48K | Hold |
466
| – | – | 0.04% | 111 |
|
|
2014
Q4 | $45K | Buy |
+466
| New | +$45K | 0.04% | 116 |
|