Fortune Financial 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
Q3 | – | Sell |
-13,045
| Closed | -$770K | – | 102 |
|
|
2024
Q2 | $770K | Buy |
13,045
+108
| +0.8% | +$6.38K | 0.47% | 64 |
|
|
2024
Q1 | $1.03M | Sell |
12,937
-99
| -0.8% | -$7.9K | 0.65% | 46 |
|
|
2023
Q4 | $1.03M | Buy |
13,036
+293
| +2% | +$23.1K | 0.72% | 45 |
|
|
2023
Q3 | $890K | Buy |
12,743
+640
| +5% | +$44.7K | 0.68% | 48 |
|
|
2023
Q2 | $837K | Buy |
+12,103
| New | +$837K | 0.63% | 51 |
|