Financial Synergies Wealth Advisors’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 |
-163
| Closed | -$13K | – | 153 |
|
|
2024
Q1 | $13K | Hold |
163
| – | – | ﹤0.01% | 232 |
|
|
2023
Q4 | $15.2K | Hold |
163
| – | – | ﹤0.01% | 156 |
|
|
2023
Q3 | $11.4K | Hold |
163
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $11.3K | Sell |
163
-403
| -71% | -$27.9K | ﹤0.01% | 220 |
|
|
2023
Q1 | $42.1K | Buy |
566
+403
| +247% | +$30K | 0.01% | 120 |
|
|
2022
Q4 | $15.2K | Buy |
+163
| New | +$15.2K | ﹤0.01% | 156 |
|