Chemistry 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 |
-2,539
| Closed | -$237K | – | 142 |
|
|
2022
Q4 | $237K | Buy |
2,539
+49
| +2% | +$4.57K | 0.09% | 123 |
|
|
2022
Q3 | $237K | Sell |
2,490
-210
| -8% | -$20K | 0.09% | 121 |
|
|
2022
Q2 | $250K | Hold |
2,700
| – | – | 0.1% | 123 |
|
|
2022
Q1 | $273K | Sell |
2,700
-1,228
| -31% | -$124K | 0.09% | 118 |
|
|
2021
Q4 | $405K | Buy |
+3,928
| New | +$405K | 0.34% | 58 |
|