Wealthspire Advisors (Maryland)’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $912K | Buy |
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|
2020
Q2 | $998K | Buy |
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|
2020
Q1 | $900K | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $794K | Sell |
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|
2019
Q2 | $774K | Buy |
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|
2019
Q1 | $680K | Sell |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $971K | Buy |
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|
2018
Q1 | $859K | Sell |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.55M | Sell |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.12M | Sell |
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|
2016
Q3 | $1.96M | Buy |
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|
2016
Q2 | $1.89M | Buy |
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|
2016
Q1 | $1.97M | Sell |
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|
2015
Q4 | $1.9M | Buy |
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