IronBridge Private Wealth’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-85
Closed -$9K 91
2021
Q4
$9K Hold
85
﹤0.01% 182
2021
Q3
$7K Buy
85
+1
+1% +$82 ﹤0.01% 170
2021
Q2
$7K Hold
84
﹤0.01% 174
2021
Q1
$6K Buy
84
+1
+1% +$71 ﹤0.01% 188
2020
Q4
$6K Buy
+83
New +$6K ﹤0.01% 169