Wealthfront’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.63M | Buy |
20,672
+966
| +5% | +$76K | 0.02% | 159 |
|
|
2018
Q2 | $1.27M | Buy |
19,706
+8,123
| +70% | +$523K | 0.01% | 203 |
|
|
2018
Q1 | $721K | Sell |
11,583
-13,232
| -53% | -$824K | 0.01% | 320 |
|
|
2017
Q4 | $1.8M | Sell |
24,815
-96
| -0.4% | -$6.96K | 0.02% | 138 |
|
|
2017
Q3 | $2.03M | Buy |
24,911
+10,832
| +77% | +$881K | 0.03% | 108 |
|
|
2017
Q2 | $1.13M | Buy |
14,079
+2,649
| +23% | +$213K | 0.02% | 139 |
|
|
2017
Q1 | $897K | Buy |
11,430
+858
| +8% | +$67.3K | 0.02% | 139 |
|
|
2016
Q4 | $834K | Buy |
10,572
+133
| +1% | +$10.5K | 0.02% | 130 |
|
|
2016
Q3 | $929K | Sell |
10,439
-5,782
| -36% | -$515K | 0.02% | 110 |
|
|
2016
Q2 | $1.55M | Sell |
16,221
-9,421
| -37% | -$902K | 0.04% | 75 |
|
|
2016
Q1 | $2.66M | Buy |
25,642
+10,656
| +71% | +$1.11M | 0.08% | 47 |
|
|
2015
Q4 | $1.47M | Buy |
14,986
+863
| +6% | +$84.4K | 0.05% | 68 |
|
|
2015
Q3 | $1.36M | Sell |
14,123
-97
| -0.7% | -$9.36K | 0.05% | 64 |
|
|
2015
Q2 | $1.49M | Buy |
14,220
+3,955
| +39% | +$415K | 0.06% | 39 |
|
|
2015
Q1 | $1.06M | Buy |
10,265
+1,158
| +13% | +$119K | 0.05% | 40 |
|
|
2014
Q4 | $877K | Buy |
9,107
+2,087
| +30% | +$201K | 0.05% | 41 |
|
|
2014
Q3 | $559K | Buy |
7,020
+1,999
| +40% | +$159K | 0.04% | 53 |
|
|
2014
Q2 | $386K | Buy |
5,021
+2,128
| +74% | +$164K | 0.03% | 52 |
|
|
2014
Q1 | $215K | Buy |
+2,893
| New | +$215K | 0.03% | 50 |
|