Beam 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
2021
Q4
Sell
-2,468
Closed -$209K 95
2021
Q3
$209K Buy
2,468
+15
+0.6% +$1.27K 0.18% 135
2021
Q2
$205K Buy
+2,453
New +$205K 0.18% 131