BIA

Benchmark Investment Advisors’s CVS Health CVS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,894	Closed	-$615K	–	81
2023 Q2	$615K	Buy	8,894 +1,404	+19%	+$97.1K	0.57%	52
2023 Q1	$557K	Sell	7,490 -10	-0.1%	-$743	0.57%	52
2022 Q4	$699K	Buy	+7,500	New	+$699K	0.74%	48