WFG Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $889K | Sell |
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|
2017
Q1 | $979K | Buy |
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|
2016
Q4 | $941K | Buy |
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|
2016
Q3 | $786K | Sell |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $1.03M | Sell |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $847K | Sell |
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|
2014
Q4 | $919K | Buy |
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|
2014
Q3 | $706K | Buy |
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|
2014
Q2 | $646K | Buy |
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|
2014
Q1 | $561K | Sell |
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|
2013
Q4 | $543K | Buy |
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|
2013
Q3 | $303K | Buy |
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|
2013
Q2 | $242K | Buy |
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