Castle Wealth Management’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	-13,065	Closed	-$1.22M	–	110
2022 Q4	$1.22M	Sell	13,065 -522	-4%	-$48.6K	0.77%	30
2022 Q3	$1.3M	Sell	13,587 -565	-4%	-$53.9K	0.79%	31
2022 Q2	$1.31M	Buy	+14,152	New	+$1.31M	0.76%	31