Briggs Advisory Group’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,414
Closed -$225K 57
2022
Q4
$225K Buy
+2,414
New +$225K 0.14% 51
2022
Q3
Sell
-3,178
Closed -$294K 48
2022
Q2
$294K Buy
+3,178
New +$294K 0.21% 44