Clark Financial Services Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,286
| Closed | -$253K | – | 79 |
|
|
2024
Q2 | $253K | Buy |
4,286
+66
| +2% | +$3.9K | 0.27% | 48 |
|
|
2024
Q1 | $337K | Buy |
+4,220
| New | +$337K | 0.41% | 36 |
|
|
2023
Q1 | – | Sell |
-2,281
| Closed | -$213K | – | 60 |
|
|
2022
Q4 | $213K | Buy |
2,281
+43
| +2% | +$4.02K | 0.24% | 53 |
|
|
2022
Q3 | $214K | Buy |
+2,238
| New | +$214K | 0.23% | 54 |
|