Finer Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,144
| Closed | -$217K | – | 81 |
|
|
2023
Q2 | $217K | Sell |
3,144
-300
| -9% | -$20.7K | 0.17% | 80 |
|
|
2023
Q1 | $256K | Sell |
3,444
-29
| -0.8% | -$2.16K | 0.22% | 73 |
|
|
2022
Q4 | $324K | Sell |
3,473
-81
| -2% | -$7.55K | 0.3% | 64 |
|
|
2022
Q3 | $339K | Sell |
3,554
-27
| -0.8% | -$2.58K | 0.33% | 60 |
|
|
2022
Q2 | $332K | Sell |
3,581
-252
| -7% | -$23.4K | 0.3% | 66 |
|
|
2022
Q1 | $388K | Sell |
3,833
-153
| -4% | -$15.5K | 0.32% | 62 |
|
|
2021
Q4 | $411K | Buy |
+3,986
| New | +$411K | 0.34% | 60 |
|