Canopy Partners’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,342
Closed -$267K 203
2024
Q1
$267K Buy
3,342
+235
+8% +$18.7K 0.13% 141
2023
Q4
$245K Buy
+3,107
New +$245K 0.15% 132