Goldstone Financial Group’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	-3,665	Closed	-$216K	–	195
2024 Q2	$216K	Buy	+3,665	New	+$216K	0.04%	170
2023 Q3	–	Sell	-3,950	Closed	-$273K	–	157
2023 Q2	$273K	Buy	3,950 +106	+3%	+$7.33K	0.08%	132
2023 Q1	$286K	Buy	+3,844	New	+$286K	0.09%	118