Wellesley Investment Partners’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 | $732K | Sell |
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|
2020
Q2 | $950K | Sell |
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|
2020
Q1 | $971K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $816K | Sell |
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|
2019
Q1 | $971K | Sell |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $621K | Sell |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $812K | Sell |
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|
2017
Q2 | $818K | Buy |
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|
2017
Q1 | $755K | Buy |
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|
2016
Q4 | $700K | Buy |
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|
2016
Q3 | $742K | Buy |
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|
2016
Q2 | $770K | Hold |
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|
2016
Q1 | $835K | Buy |
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|
2015
Q4 | $405K | Buy |
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