FSC 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-195
| Closed | -$18.2K | – | 177 |
|
2022
Q4 | $18.2K | Hold |
195
| – | – | 0.03% | 89 |
|
2022
Q3 | $19K | Hold |
195
| – | – | 0.18% | 81 |
|
2022
Q2 | $18K | Hold |
195
| – | – | 0.16% | 85 |
|
2022
Q1 | $20K | Hold |
195
| – | – | 0.02% | 94 |
|
2021
Q4 | $20K | Buy |
+195
| New | +$20K | 0.01% | 109 |
|