Vishria Bird Financial Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-73,215
| Closed | -$4.62M | – | 49 |
|
|
2019
Q3 | $4.62M | Buy |
73,215
+6,348
| +9% | +$400K | 5.29% | 9 |
|
|
2019
Q2 | $3.64M | Buy |
66,867
+7,075
| +12% | +$386K | 3.64% | 14 |
|
|
2019
Q1 | $3.23M | Sell |
59,792
-792
| -1% | -$42.7K | 3.26% | 15 |
|
|
2018
Q4 | $3.97M | Buy |
60,584
+9
| +0% | +$590 | 4.39% | 10 |
|
|
2018
Q3 | $4.77M | Sell |
60,575
-137
| -0.2% | -$10.8K | 4.09% | 11 |
|
|
2018
Q2 | $3.91M | Buy |
+60,712
| New | +$3.91M | 3.62% | 13 |
|