Blue Barn Wealth’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,344
| Closed | -$224K | – | 125 |
|
2022
Q3 | $224K | Buy |
2,344
+108
| +5% | +$10.3K | 0.16% | 100 |
|
2022
Q2 | $207K | Buy |
2,236
+1
| +0% | +$93 | 0.16% | 106 |
|
2022
Q1 | $226K | Sell |
2,235
-81
| -3% | -$8.19K | 0.16% | 108 |
|
2021
Q4 | $239K | Buy |
+2,316
| New | +$239K | 0.16% | 100 |
|