Willow Creek Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,269
Closed -$210K 74
2018
Q2
$210K Sell
3,269
-851
-21% -$54.7K 0.12% 65
2018
Q1
$256K Buy
+4,120
New +$256K 0.14% 56