BDO Wealth Advisors’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$1.62M	Buy	23,401 +736	+3%	+$50.9K	0.19%	102
2023 Q1	$1.68M	Sell	22,665 -1,018	-4%	-$75.6K	0.21%	96
2022 Q4	$2.21M	Buy	23,683 +353	+2%	+$32.9K	0.27%	74
2022 Q3	$2.23M	Buy	23,330 +308	+1%	+$29.4K	0.3%	73
2022 Q2	$2.13M	Sell	23,022 -525	-2%	-$48.6K	0.26%	77
2022 Q1	$2.38M	Buy	23,547 +666	+3%	+$67.4K	0.25%	76
2021 Q4	$2.36M	Buy	22,881 +690	+3%	+$71.2K	0.25%	78
2021 Q3	$1.88M	Buy	22,191 +296	+1%	+$25.1K	0.21%	86
2021 Q2	$1.83M	Buy	21,895 +861	+4%	+$71.8K	0.2%	86
2021 Q1	$1.58M	Buy	21,034 +2,359	+13%	+$177K	0.19%	96
2020 Q4	$1.28M	Sell	18,675 -557	-3%	-$38.1K	0.18%	89
2020 Q3	$1.12M	Buy	19,232 +258	+1%	+$15.1K	0.18%	86
2020 Q2	$1.23M	Buy	18,974 +684	+4%	+$44.4K	0.22%	81
2020 Q1	$1.09M	Buy	18,290 +1,988	+12%	+$118K	0.22%	82
2019 Q4	$1.21M	Sell	16,302 -1,880	-10%	-$140K	0.31%	67
2019 Q3	$1.15M	Buy	18,182 +1,024	+6%	+$64.6K	0.29%	68
2019 Q2	$935K	Sell	17,158 -139	-0.8%	-$7.58K	0.25%	78
2019 Q1	$933K	Sell	17,297 -522	-3%	-$28.2K	0.27%	73
2018 Q4	$1.17M	Sell	17,819 -219	-1%	-$14.4K	0.4%	55
2018 Q3	$1.42M	Buy	18,038 +451	+3%	+$35.5K	0.46%	47
2018 Q2	$1.13M	Buy	17,587 +1,142	+7%	+$73.5K	0.39%	53
2018 Q1	$1.02M	Buy	16,445 +950	+6%	+$59.1K	0.38%	50
2017 Q4	$1.12M	Sell	15,495 -916	-6%	-$66.4K	0.5%	35
2017 Q3	$1.34M	Sell	16,411 -318	-2%	-$25.9K	0.66%	24
2017 Q2	$1.35M	Buy	+16,729	New	+$1.35M	0.59%	28