Investmark Advisory Group’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,444
Closed -$228K 101
2022
Q4
$228K Buy
2,444
+347
+17% +$32.3K 0.17% 90
2022
Q3
$200K Buy
+2,097
New +$200K 0.18% 93
2022
Q1
Sell
-307
Closed -$31K 141
2021
Q4
$31K Buy
+307
New +$31K 0.03% 186