INSTITUTE FOR WEALTH MANAGEMENT, LLC. – CVS Health Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$733,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+2.92%
quarter
CVS Health Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.90% | 496 shares | 67K | $95.37 | 7.68K |
| Q2 2022 | share | Decrease | -1.56% | -114 shares | -73K | $92.66 | 7.18K |
| Q1 2022 | share | Decrease | -1.46% | -108 shares | -25K | $101.21 | 7.29K |
| Q4 2021 | share | Increase | +4.60% | 326 shares | 163K | $103.68 | 7.40K |
| Q3 2021 | share | Decrease | -1.37% | -98 shares | 2K | $84.37 | 7.08K |
| Q2 2021 | share | Decrease | -6.14% | -470 shares | 24K | $82.46 | 7.17K |
| Q1 2021 | share | Decrease | -9.54% | -807 shares | -3K | $73.86 | 7.64K |
| Q4 2020 | share | Increase | +14.81% | 1.09K shares | 148K | $66.61 | 8.45K |
| Q3 2020 | share | Decrease | -39.33% | -4.77K shares | -359K | $56.48 | 7.36K |
| Q2 2020 | share | Increase | +2.14% | 254 shares | 84K | $62.34 | 12.14K |
| Q1 2020 | share | Increase | +7.83% | 863 shares | -114K | $56.46 | 11.88K |
| Q4 2019 | share | Decrease | -3.94% | -452 shares | 95K | $70.23 | 11.02K |
| Q3 2019 | share | Increase | +25.78% | 2.35K shares | 227K | $59.17 | 11.47K |
| Q2 2019 | share | Increase | +12.20% | 992 shares | 58K | $50.67 | 9.12K |
| Q1 2019 | share | Increase | 0.00% | 8.13K shares | 439K | $49.67 | 8.13K |
| Q1 2018 | share | Decrease | -100.00% | -4.27K shares | -313K | $55.62 | 0 |
| Q4 2017 | share | Increase | 0.00% | 4.27K shares | 313K | $64.42 | 4.27K |
| Q3 2017 | share | Decrease | -100.00% | -6.75K shares | -544K | $71.78 | 0 |
| Q2 2017 | share | Increase | 0.00% | 6.75K shares | 544K | $70.57 | 6.75K |