IWA
IBEX Wealth Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$2.96K | – | 118 |
|
|
2024
Q2 | $2.96K | Buy |
+50
| New | +$2.96K | ﹤0.01% | 265 |
|
|
2020
Q3 | – | Sell |
-53,354
| Closed | -$3.47M | – | 100 |
|
|
2020
Q2 | $3.47M | Sell |
53,354
-1,091
| -2% | -$70.9K | 1.11% | 37 |
|
|
2020
Q1 | $3.23M | Buy |
+54,445
| New | +$3.23M | 1.26% | 35 |
|
|
2017
Q1 | – | Sell |
-219
| Closed | -$18K | – | 136 |
|
|
2016
Q4 | $18K | Sell |
219
-27,645
| -99% | -$2.27M | 0.01% | 231 |
|
|
2016
Q3 | $2.48M | Buy |
+27,864
| New | +$2.48M | 1.36% | 26 |
|