Destiny 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
Q2 | – | Sell |
-9,325
| Closed | -$744K | – | 157 |
|
|
2024
Q1 | $744K | Hold |
9,325
| – | – | 0.13% | 81 |
|
|
2023
Q4 | $751K | Sell |
9,325
-125
| -1% | -$10.1K | 0.14% | 80 |
|
|
2023
Q3 | $660K | Buy |
9,450
+1,450
| +18% | +$101K | 0.13% | 86 |
|
|
2023
Q2 | $600K | Sell |
8,000
-174
| -2% | -$13.1K | 0.11% | 88 |
|
|
2023
Q1 | $607K | Buy |
8,174
+21
| +0.3% | +$1.56K | 0.13% | 87 |
|
|
2022
Q4 | $760K | Buy |
8,153
+75
| +0.9% | +$6.99K | 0.16% | 82 |
|
|
2022
Q3 | $770K | Buy |
8,078
+7,989
| +8,976% | +$762K | 0.17% | 77 |
|
|
2022
Q2 | $8K | Buy |
+89
| New | +$8K | ﹤0.01% | 459 |
|
|
2021
Q2 | – | Sell |
-36
| Closed | -$3K | – | 248 |
|
|
2021
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 493 |
|