KFS
Kaizen Financial Strategies’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,779
| Closed | -$301K | – | 134 |
|
|
2024
Q1 | $301K | Buy |
3,779
+225
| +6% | +$17.9K | 0.2% | 87 |
|
|
2023
Q4 | $281K | Buy |
3,554
+28
| +0.8% | +$2.21K | 0.21% | 85 |
|
|
2023
Q3 | $246K | Buy |
3,526
+73
| +2% | +$5.1K | 0.21% | 86 |
|
|
2023
Q2 | $243K | Buy |
+3,453
| New | +$243K | 0.21% | 92 |
|