BFWA
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Benchmark Financial Wealth Advisors’s CVS Health CVS Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,262
Closed -$268K – 101
2024
Q3 		$268K Buy
4,262
+477
+13% +$30K 0.09% 81
2024
Q2 		$224K Buy
3,785
+1,161
+44% +$68.6K 0.08% 86
2024
Q1 		$209K Buy
+2,624
New +$209K 0.08% 88