EWA
Etesian Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,847
| Closed | -$305K | – | 143 |
|
|
2024
Q3 | $305K | Sell |
4,847
-1,150
| -19% | -$72.3K | 0.14% | 123 |
|
|
2024
Q2 | $354K | Sell |
5,997
-918
| -13% | -$54.2K | 0.2% | 98 |
|
|
2024
Q1 | $552K | Hold |
6,915
| – | – | 0.32% | 86 |
|
|
2023
Q4 | $546K | Sell |
6,915
-350
| -5% | -$27.6K | 0.33% | 85 |
|
|
2023
Q3 | $507K | Sell |
7,265
-9
| -0.1% | -$628 | 0.34% | 84 |
|
|
2023
Q2 | $503K | Buy |
7,274
+204
| +3% | +$14.1K | 0.33% | 84 |
|
|
2023
Q1 | $525K | Buy |
7,070
+144
| +2% | +$10.7K | 0.35% | 84 |
|
|
2022
Q4 | $645K | Buy |
+6,926
| New | +$645K | 0.47% | 72 |
|