Independent Solutions Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,335
| Closed | -$248K | – | 221 |
|
|
2023
Q1 | $248K | Sell |
3,335
-320
| -9% | -$23.8K | 0.07% | 187 |
|
|
2022
Q4 | $341K | Buy |
3,655
+1
| +0% | +$93 | 0.1% | 153 |
|
|
2022
Q3 | $349K | Sell |
3,654
-639
| -15% | -$60.9K | 0.11% | 143 |
|
|
2022
Q2 | $398K | Buy |
4,293
+621
| +17% | +$57.5K | 0.12% | 131 |
|
|
2022
Q1 | $372K | Buy |
3,672
+273
| +8% | +$27.6K | 0.09% | 155 |
|
|
2021
Q4 | $351K | Buy |
3,399
+165
| +5% | +$17K | 0.08% | 166 |
|
|
2021
Q3 | $274K | Buy |
3,234
+463
| +17% | +$39.3K | 0.07% | 185 |
|
|
2021
Q2 | $231K | Buy |
+2,771
| New | +$231K | 0.06% | 193 |
|