Acorn Financial Advisory Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,919
| Closed | -$233K | – | 204 |
|
|
2024
Q1 | $233K | Sell |
2,919
-257
| -8% | -$20.5K | 0.04% | 182 |
|
|
2023
Q4 | $251K | Buy |
3,176
+114
| +4% | +$9K | 0.04% | 217 |
|
|
2023
Q3 | $214K | Sell |
3,062
-20
| -0.6% | -$1.4K | 0.04% | 229 |
|
|
2023
Q2 | $213K | Buy |
+3,082
| New | +$213K | 0.04% | 232 |
|
|
2022
Q2 | – | Sell |
-2,108
| Closed | -$213K | – | 211 |
|
|
2022
Q1 | $213K | Buy |
+2,108
| New | +$213K | 0.04% | 212 |
|