Delos Wealth 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
Q3 | – | Sell |
-60
| Closed | -$3.54K | – | 231 |
|
|
2024
Q2 | $3.54K | Hold |
60
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $4.79K | Buy |
60
+45
| +300% | +$3.59K | 0.01% | 158 |
|
|
2023
Q4 | $1.19K | Hold |
15
| – | – | ﹤0.01% | 173 |
|
|
2023
Q3 | $978 | Hold |
15
| – | – | ﹤0.01% | 224 |
|
|
2023
Q2 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $1.12K | Hold |
15
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $1.4K | Hold |
15
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 222 |
|
|
2022
Q1 | – | Sell |
-188
| Closed | -$19K | – | 300 |
|
|
2021
Q4 | $19K | Buy |
+188
| New | +$19K | 0.02% | 136 |
|