IRON Financial’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,434
| Closed | -$745K | – | 104 |
|
|
2023
Q4 | $745K | Sell |
9,434
-480
| -5% | -$37.9K | 0.42% | 43 |
|
|
2023
Q3 | $692K | Buy |
9,914
+6,045
| +156% | +$422K | 0.4% | 45 |
|
|
2023
Q2 | $267K | Sell |
3,869
-49
| -1% | -$3.39K | 0.14% | 75 |
|
|
2023
Q1 | $291K | Buy |
+3,918
| New | +$291K | 0.16% | 68 |
|