Diversified’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 |
-3,592
| Closed | -$212K | – | 231 |
|
|
2024
Q2 | $212K | Buy |
+3,592
| New | +$212K | 0.02% | 220 |
|
|
2023
Q1 | – | Sell |
-2,312
| Closed | -$215K | – | 150 |
|
|
2022
Q4 | $215K | Buy |
+2,312
| New | +$215K | 0.08% | 142 |
|
|
2021
Q1 | – | Sell |
-249
| Closed | -$15K | – | 140 |
|
|
2020
Q4 | $15K | Buy |
+249
| New | +$15K | 0.01% | 269 |
|