WealthStone’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $275K | Buy |
3,656
+271
| +8% | +$20.4K | 0.1% | 179 |
|
2020
Q4 | $231K | Buy |
+3,385
| New | +$231K | 0.08% | 181 |
|
2020
Q3 | – | Sell |
-3,450
| Closed | -$224K | – | 215 |
|
2020
Q2 | $224K | Buy |
+3,450
| New | +$224K | 0.11% | 140 |
|
2019
Q3 | – | Sell |
-118
| Closed | -$6.43K | – | 191 |
|
2019
Q2 | $6.43K | Buy |
+118
| New | +$6.43K | ﹤0.01% | 312 |
|