Concorde Financial’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	-605	Closed	-$57.7K	–	38
2022 Q4	$57.7K	Hold	605	–	–	0.04%	44
2022 Q3	$58K	Buy	+605	New	+$58K	0.04%	44
2022 Q1	–	Sell	-505	Closed	-$53K	–	78
2021 Q4	$53K	Buy	+505	New	+$53K	0.03%	53