Falcon Wealth Planning’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,860
| Closed | -$228K | – | 137 |
|
|
2024
Q1 | $228K | Sell |
2,860
-94
| -3% | -$7.5K | 0.04% | 125 |
|
|
2023
Q4 | $233K | Sell |
2,954
-190
| -6% | -$15K | 0.04% | 121 |
|
|
2023
Q3 | $220K | Buy |
3,144
+168
| +6% | +$11.7K | 0.05% | 104 |
|
|
2023
Q2 | $206K | Buy |
+2,976
| New | +$206K | 0.05% | 104 |
|