DFPG Investments’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.44M | Buy |
30,201
+12,848
| +74% | +$1.04M | 0.19% | 126 |
|
|
2023
Q3 | $1.16M | Sell |
17,353
-3,229
| -16% | -$216K | 0.11% | 185 |
|
|
2023
Q2 | $1.53M | Buy |
20,582
+5,601
| +37% | +$417K | 0.14% | 156 |
|
|
2023
Q1 | $1.11M | Sell |
14,981
-174
| -1% | -$12.9K | 0.12% | 178 |
|
|
2022
Q4 | $1.36M | Buy |
+15,155
| New | +$1.36M | 0.22% | 105 |
|