Wealthstreet Investment Advisors’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 |
-35,124
| Closed | -$2.64M | – | 140 |
|
|
2021
Q1 | $2.64M | Sell |
35,124
-3,300
| -9% | -$248K | 0.26% | 92 |
|
|
2020
Q4 | $2.62M | Sell |
38,424
-500
| -1% | -$34.1K | 0.27% | 85 |
|
|
2020
Q3 | $2.27M | Buy |
38,924
+700
| +2% | +$40.9K | 0.25% | 93 |
|
|
2020
Q2 | $2.48M | Buy |
38,224
+1,700
| +5% | +$110K | 0.3% | 76 |
|
|
2020
Q1 | $2.17M | Sell |
36,524
-750
| -2% | -$44.5K | 0.32% | 75 |
|
|
2019
Q4 | $2.77M | Sell |
37,274
-1,987
| -5% | -$148K | 0.32% | 73 |
|
|
2019
Q3 | $2.59M | Buy |
39,261
+1,425
| +4% | +$93.9K | 0.33% | 70 |
|
|
2019
Q2 | $2.06M | Buy |
37,836
+736
| +2% | +$40.1K | 0.27% | 94 |
|
|
2019
Q1 | $2M | Buy |
37,100
+1,647
| +5% | +$88.8K | 0.26% | 92 |
|
|
2018
Q4 | $2.31M | Buy |
35,453
+554
| +2% | +$36.1K | 0.32% | 75 |
|
|
2018
Q3 | $2.75M | Hold |
34,899
| – | – | 0.34% | 71 |
|
|
2018
Q2 | $2.25M | Sell |
34,899
-150
| -0.4% | -$9.65K | 0.3% | 84 |
|
|
2018
Q1 | $2.18M | Buy |
35,049
+89
| +0.3% | +$5.54K | 0.27% | 90 |
|
|
2017
Q4 | $2.54M | Buy |
+34,960
| New | +$2.54M | 0.31% | 83 |
|