Epic Trust Investment Advisors’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,293	Closed	-$214K	–	117
2022 Q4	$214K	Sell	2,293 -1,151	-33%	-$107K	0.32%	89
2022 Q3	$328K	Buy	3,444 +1,265	+58%	+$120K	0.45%	69
2022 Q2	$202K	Sell	2,179 -708	-25%	-$65.6K	0.38%	63
2022 Q1	$293K	Buy	+2,887	New	+$293K	0.46%	50