Winifred I. Li’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $467K | Sell |
4,845
-8
| -0.2% | -$771 | 0.44% | 71 |
|
|
2014
Q3 | $386K | Hold |
4,853
| – | – | 0.37% | 82 |
|
|
2014
Q2 | $366K | Hold |
4,853
| – | – | 0.31% | 93 |
|
|
2014
Q1 | $363K | Sell |
4,853
-225
| -4% | -$16.8K | 0.31% | 98 |
|
|
2013
Q4 | $363K | Sell |
5,078
-225
| -4% | -$16.1K | 0.31% | 98 |
|
|
2013
Q3 | $301K | Hold |
5,303
| – | – | 0.28% | 106 |
|
|
2013
Q2 | $303K | Buy |
+5,303
| New | +$303K | 0.28% | 104 |
|