EWS
Evergreen Wealth Solutions’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,340
| Closed | -$266K | – | 120 |
|
|
2024
Q1 | $266K | Sell |
3,340
-245
| -7% | -$19.5K | 0.2% | 96 |
|
|
2023
Q4 | $283K | Buy |
3,585
+383
| +12% | +$30.2K | 0.24% | 90 |
|
|
2023
Q3 | $224K | Buy |
3,202
+225
| +8% | +$15.7K | 0.23% | 93 |
|
|
2023
Q2 | $206K | Buy |
+2,977
| New | +$206K | 0.21% | 97 |
|
|
2023
Q1 | – | Sell |
-2,535
| Closed | -$236K | – | 104 |
|
|
2022
Q4 | $236K | Buy |
2,535
+61
| +2% | +$5.68K | 0.31% | 80 |
|
|
2022
Q3 | $236K | Sell |
2,474
-1,344
| -35% | -$128K | 0.33% | 83 |
|
|
2022
Q2 | $354K | Sell |
3,818
-169
| -4% | -$15.7K | 0.43% | 74 |
|
|
2022
Q1 | $404K | Sell |
3,987
-460
| -10% | -$46.6K | 0.39% | 61 |
|
|
2021
Q4 | $459K | Buy |
+4,447
| New | +$459K | 0.42% | 54 |
|