Joule Financial’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	-5,205	Closed	-$485K	–	105
2022 Q4	$485K	Sell	5,205 -3,918	-43%	-$365K	0.32%	42
2022 Q3	$870K	Buy	9,123 +298	+3%	+$28.4K	0.65%	30
2022 Q2	$818K	Buy	+8,825	New	+$818K	0.64%	28