IA
IFG Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,541
| Closed | -$203K | – | 136 |
|
|
2024
Q1 | $203K | Buy |
2,541
+3
| +0.1% | +$239 | 0.05% | 126 |
|
|
2023
Q4 | $200K | Buy |
+2,538
| New | +$200K | 0.06% | 121 |
|
|
2023
Q1 | – | Sell |
-2,570
| Closed | -$239K | – | 121 |
|
|
2022
Q4 | $239K | Sell |
2,570
-97
| -4% | -$9.04K | 0.1% | 103 |
|
|
2022
Q3 | $254K | Buy |
2,667
+102
| +4% | +$9.71K | 0.13% | 87 |
|
|
2022
Q2 | $238K | Sell |
2,565
-8
| -0.3% | -$742 | 0.12% | 93 |
|
|
2022
Q1 | $260K | Buy |
2,573
+66
| +3% | +$6.67K | 0.11% | 93 |
|
|
2021
Q4 | $259K | Buy |
2,507
+2
| +0.1% | +$207 | 0.11% | 90 |
|
|
2021
Q3 | $213K | Buy |
2,505
+2
| +0.1% | +$170 | 0.1% | 99 |
|
|
2021
Q2 | $209K | Buy |
+2,503
| New | +$209K | 0.1% | 96 |
|