Drive Wealth Management’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 |
-3,767
| Closed | -$222K | – | 326 |
|
|
2024
Q2 | $222K | Sell |
3,767
-302
| -7% | -$17.8K | 0.06% | 265 |
|
|
2024
Q1 | $325K | Sell |
4,069
-51
| -1% | -$4.07K | 0.09% | 190 |
|
|
2023
Q4 | $325K | Buy |
+4,120
| New | +$325K | 0.1% | 184 |
|
|
2023
Q2 | – | Sell |
-3,648
| Closed | -$271K | – | 288 |
|
|
2023
Q1 | $271K | Buy |
+3,648
| New | +$271K | 0.11% | 194 |
|