Beacon Bridge Wealth 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 Q3	–	Sell	-3,230	Closed	-$223K	–	99
2023 Q2	$223K	Sell	3,230 -148	-4%	-$10.2K	0.11%	88
2023 Q1	$251K	Sell	3,378 -57	-2%	-$4.24K	0.15%	80
2022 Q4	$320K	Buy	+3,435	New	+$320K	0.23%	55