Adero Partners’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,476
Closed -$231K 167
2022
Q4
$231K Buy
2,476
+202
+9% +$18.8K 0.03% 143
2022
Q3
$216K Buy
+2,274
New +$216K 0.03% 143