Clear Point Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-332
| Closed | -$20.9K | – | 204 |
|
|
2024
Q3 | $20.9K | Buy |
332
+4
| +1% | +$251 | 0.02% | 278 |
|
|
2024
Q2 | $19.4K | Buy |
328
+4
| +1% | +$236 | 0.02% | 271 |
|
|
2024
Q1 | $25.9K | Buy |
324
+3
| +0.9% | +$239 | 0.02% | 259 |
|
|
2023
Q4 | $25.4K | Buy |
+321
| New | +$25.4K | 0.02% | 245 |
|