Cypress Wealth Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,976
| Closed | -$237K | – | 262 |
|
|
2024
Q1 | $237K | Buy |
2,976
+139
| +5% | +$11.1K | 0.06% | 227 |
|
|
2023
Q4 | $224K | Sell |
2,837
-529
| -16% | -$41.8K | 0.06% | 220 |
|
|
2023
Q3 | $235K | Buy |
3,366
+89
| +3% | +$6.21K | 0.07% | 208 |
|
|
2023
Q2 | $233K | Buy |
3,277
+158
| +5% | +$11.2K | 0.06% | 210 |
|
|
2023
Q1 | $232K | Buy |
3,119
+137
| +5% | +$10.2K | 0.07% | 214 |
|
|
2022
Q4 | $278K | Buy |
2,982
+255
| +9% | +$23.8K | 0.09% | 192 |
|
|
2022
Q3 | $241K | Sell |
2,727
-377
| -12% | -$33.3K | 0.08% | 192 |
|
|
2022
Q2 | $288K | Buy |
3,104
+3
| +0.1% | +$278 | 0.09% | 177 |
|
|
2022
Q1 | $314K | Buy |
3,101
+57
| +2% | +$5.77K | 0.09% | 177 |
|
|
2021
Q4 | $314K | Buy |
3,044
+42
| +1% | +$4.33K | 0.09% | 170 |
|
|
2021
Q3 | $255K | Sell |
3,002
-618
| -17% | -$52.5K | 0.08% | 186 |
|
|
2021
Q2 | $302K | Sell |
3,620
-18
| -0.5% | -$1.5K | 0.08% | 198 |
|
|
2021
Q1 | $274K | Buy |
3,638
+152
| +4% | +$11.4K | 0.06% | 236 |
|
|
2020
Q4 | $238K | Buy |
+3,486
| New | +$238K | 0.05% | 245 |
|