Vontobel Swiss Wealth Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-30,190
| Closed | -$1.97M | – | 62 |
|
|
2018
Q4 | $1.97M | Sell |
30,190
-485
| -2% | -$31.7K | 1.47% | 28 |
|
|
2018
Q3 | $2.42M | Sell |
30,675
-1,970
| -6% | -$155K | 1.41% | 21 |
|
|
2018
Q2 | $2.1M | Sell |
32,645
-1,240
| -4% | -$79.8K | 1.19% | 24 |
|
|
2018
Q1 | $2.11M | Buy |
33,885
+8,112
| +31% | +$505K | 1.11% | 26 |
|
|
2017
Q4 | $1.87M | Buy |
25,773
+70
| +0.3% | +$5.08K | 1.1% | 33 |
|
|
2017
Q3 | $2.09M | Buy |
+25,703
| New | +$2.09M | 1.27% | 23 |
|