Cyndeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,476
| Closed | -$205K | – | 451 |
|
|
2024
Q2 | $205K | Sell |
3,476
-499
| -13% | -$29.5K | 0.02% | 380 |
|
|
2024
Q1 | $317K | Buy |
3,975
+118
| +3% | +$9.41K | 0.03% | 318 |
|
|
2023
Q4 | $305K | Buy |
3,857
+31
| +0.8% | +$2.45K | 0.03% | 313 |
|
|
2023
Q3 | $267K | Sell |
3,826
-127
| -3% | -$8.87K | 0.03% | 291 |
|
|
2023
Q2 | $273K | Sell |
3,953
-169
| -4% | -$11.7K | 0.03% | 277 |
|
|
2023
Q1 | $306K | Sell |
4,122
-978
| -19% | -$72.7K | 0.03% | 261 |
|
|
2022
Q4 | $475K | Buy |
+5,100
| New | +$475K | 0.06% | 222 |
|