CFM Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,007
| Closed | -$203K | – | 165 |
|
|
2022
Q1 | $203K | Sell |
2,007
-35
| -2% | -$3.54K | 0.05% | 181 |
|
|
2021
Q4 | $213K | Buy |
+2,042
| New | +$213K | 0.05% | 176 |
|
|
2020
Q3 | – | Sell |
-1,385
| Closed | -$89K | – | 230 |
|
|
2020
Q2 | $89K | Sell |
1,385
-636
| -31% | -$40.9K | 0.03% | 213 |
|
|
2020
Q1 | $120K | Hold |
2,021
| – | – | 0.06% | 177 |
|
|
2019
Q4 | $154K | Buy |
+2,021
| New | +$154K | 0.06% | 166 |
|