H&H Retirement Design & Management’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	-4,246	Closed	-$248K	–	79
2024 Q2	$248K	Sell	4,246 -11	-0.3%	-$642	0.15%	78
2024 Q1	$296K	Buy	+4,257	New	+$296K	0.2%	72