First Trust Direct Indexing’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $2.91M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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