VWM
Vector Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $243K | Buy |
3,085
+6
| +0.2% | +$473 | 0.17% | 71 |
|
|
2016
Q3 | $274K | Buy |
3,079
+142
| +5% | +$12.6K | 0.19% | 68 |
|
|
2016
Q2 | $281K | Hold |
2,937
| – | – | 0.19% | 66 |
|
|
2016
Q1 | $305K | Buy |
2,937
+54
| +2% | +$5.61K | 0.23% | 58 |
|
|
2015
Q4 | $281K | Buy |
2,883
+47
| +2% | +$4.58K | 0.22% | 64 |
|
|
2015
Q3 | $267K | Buy |
2,836
+351
| +14% | +$33K | 0.21% | 62 |
|
|
2015
Q2 | $261K | Buy |
2,485
+278
| +13% | +$29.2K | 0.21% | 60 |
|
|
2015
Q1 | $228K | Sell |
2,207
-126
| -5% | -$13K | 0.19% | 69 |
|
|
2014
Q4 | $225K | Buy |
+2,333
| New | +$225K | 0.17% | 64 |
|