Engrave 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
2020
Q3
Sell
-310
Closed -$20K 143
2020
Q2
$20K Hold
310
0.02% 180
2020
Q1
$18K Sell
310
-388
-56% -$22.5K 0.02% 160
2019
Q4
$51K Buy
+698
New +$51K 0.05% 125