Heritage Wealth Management (Arizona)’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $115K | Buy |
1,232
+275
| +29% | +$25.6K | 0.02% | 394 |
|
|
2022
Q3 | $91K | Hold |
957
| – | – | 0.03% | 332 |
|
|
2022
Q2 | $88.7K | Sell |
957
-57
| -6% | -$5.28K | 0.03% | 351 |
|
|
2022
Q1 | $103K | Buy |
+1,014
| New | +$103K | 0.03% | 367 |
|
|
2021
Q3 | $36K | Sell |
424
-2
| -0.5% | -$170 | 0.01% | 489 |
|
|
2021
Q2 | $36K | Sell |
426
-625
| -59% | -$52.8K | 0.01% | 496 |
|
|
2021
Q1 | $79K | Buy |
+1,051
| New | +$79K | 0.04% | 285 |
|