King Wealth Management 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
Q4 | – | Sell |
-5,416
| Closed | -$378K | – | 143 |
|
|
2023
Q3 | $378K | Sell |
5,416
-2,011
| -27% | -$140K | 0.08% | 92 |
|
|
2023
Q2 | $513K | Buy |
7,427
+2,281
| +44% | +$158K | 0.1% | 82 |
|
|
2023
Q1 | $382K | Buy |
+5,146
| New | +$382K | 0.08% | 97 |
|
|
2019
Q1 | – | Sell |
-3,830
| Closed | -$251K | – | 136 |
|
|
2018
Q4 | $251K | Buy |
+3,830
| New | +$251K | 0.09% | 104 |
|
|
2016
Q4 | – | Sell |
-2,279
| Closed | -$203K | – | 122 |
|
|
2016
Q3 | $203K | Buy |
+2,279
| New | +$203K | 0.1% | 113 |
|