Freedman Financial Associates’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$160K | – | 92 |
|
|
2022
Q1 | $160K | Buy |
1,600
+1
| +0.1% | +$100 | 0.11% | 90 |
|
|
2021
Q4 | $165K | Sell |
1,599
-100
| -6% | -$10.3K | 0.11% | 87 |
|
|
2021
Q3 | $144K | Buy |
1,699
+104
| +7% | +$8.82K | 0.11% | 89 |
|
|
2021
Q2 | $133K | Buy |
1,595
+97
| +6% | +$8.09K | 0.1% | 91 |
|
|
2021
Q1 | $113K | Buy |
1,498
+2
| +0.1% | +$151 | 0.09% | 96 |
|
|
2020
Q4 | $102K | Buy |
+1,496
| New | +$102K | 0.09% | 93 |
|