IA
Insight Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,733
| Closed | -$203K | – | 291 |
|
|
2023
Q1 | $203K | Sell |
2,733
-3,318
| -55% | -$247K | 0.05% | 282 |
|
|
2022
Q4 | $563K | Sell |
6,051
-44
| -0.7% | -$4.09K | 0.2% | 136 |
|
|
2022
Q3 | $581K | Buy |
6,095
+243
| +4% | +$23.2K | 0.23% | 115 |
|
|
2022
Q2 | $576K | Buy |
5,852
+361
| +7% | +$35.5K | 0.2% | 130 |
|
|
2022
Q1 | $555K | Buy |
5,491
+2,144
| +64% | +$217K | 0.17% | 158 |
|
|
2021
Q4 | $345K | Buy |
+3,347
| New | +$345K | 0.1% | 227 |
|
|
2021
Q3 | – | Sell |
-5,064
| Closed | -$417K | – | 316 |
|
|
2021
Q2 | $417K | Sell |
5,064
-3,745
| -43% | -$308K | 0.13% | 199 |
|
|
2021
Q1 | $677K | Buy |
8,809
+2,619
| +42% | +$201K | 0.21% | 125 |
|
|
2020
Q4 | $423K | Buy |
+6,190
| New | +$423K | 0.16% | 167 |
|