Wealthcare Capital Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-165
| Closed | -$12K | – | 208 |
|
|
2021
Q1 | $12K | Buy |
+165
| New | +$12K | ﹤0.01% | 256 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 91 |
|
|
2020
Q1 | $0 | Sell |
6
-90
| -94% | – | ﹤0.01% | 345 |
|
|
2019
Q4 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 212 |
|
|
2016
Q1 | – | Sell |
-170
| Closed | -$17K | – | 214 |
|
|
2015
Q4 | $17K | Hold |
170
| – | – | ﹤0.01% | 127 |
|
|
2015
Q3 | $16K | Sell |
170
-35
| -17% | -$3.29K | ﹤0.01% | 141 |
|
|
2015
Q2 | $22K | Sell |
205
-167
| -45% | -$17.9K | ﹤0.01% | 150 |
|
|
2015
Q1 | $38K | Buy |
+372
| New | +$38K | ﹤0.01% | 299 |
|
|
2013
Q3 | – | Sell |
-48
| Closed | -$3K | – | 123 |
|
|
2013
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 100 |
|