Disciplined 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
Q3 | – | Sell |
-77
| Closed | -$5.32K | – | 444 |
|
|
2023
Q2 | $5.32K | Buy |
77
+39
| +103% | +$2.7K | ﹤0.01% | 408 |
|
|
2023
Q1 | $2.82K | Sell |
38
-30
| -44% | -$2.23K | ﹤0.01% | 542 |
|
|
2022
Q4 | $6.34K | Sell |
68
-16
| -19% | -$1.49K | ﹤0.01% | 366 |
|
|
2022
Q3 | $8K | Sell |
84
-12
| -13% | -$1.14K | ﹤0.01% | 375 |
|
|
2022
Q2 | $9K | Buy |
96
+12
| +14% | +$1.13K | ﹤0.01% | 381 |
|
|
2022
Q1 | $9K | Buy |
+84
| New | +$9K | ﹤0.01% | 379 |
|