Baron Financial Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-194
| Closed | -$18K | – | 84 |
|
|
2022
Q2 | $18K | Buy |
194
+1
| +0.5% | +$93 | 0.01% | 130 |
|
|
2022
Q1 | $19.5K | Buy |
193
+1
| +0.5% | +$101 | 0.01% | 136 |
|
|
2021
Q4 | $19.8K | Buy |
192
+1
| +0.5% | +$103 | 0.01% | 141 |
|
|
2021
Q3 | $16.2K | Buy |
191
+1
| +0.5% | +$85 | 0.01% | 150 |
|
|
2021
Q2 | $15.8K | Buy |
190
+2
| +1% | +$166 | 0.01% | 153 |
|
|
2021
Q1 | $14.2K | Buy |
188
+1
| +0.5% | +$75 | 0.01% | 157 |
|
|
2020
Q4 | $12.8K | Buy |
187
+1
| +0.5% | +$68 | 0.01% | 159 |
|
|
2020
Q3 | $10.8K | Buy |
+186
| New | +$10.8K | 0.01% | 169 |
|