Kowal Investment 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
Q1 | – | Sell |
-5,478
| Closed | -$510K | – | 159 |
|
|
2022
Q4 | $510K | Buy |
5,478
+145
| +3% | +$13.5K | 0.15% | 78 |
|
|
2022
Q3 | $509K | Buy |
5,333
+985
| +23% | +$94K | 0.17% | 70 |
|
|
2022
Q2 | $403K | Buy |
4,348
+1,810
| +71% | +$168K | 0.13% | 77 |
|
|
2022
Q1 | $257K | Buy |
+2,538
| New | +$257K | 0.08% | 105 |
|
|
2021
Q4 | – | Sell |
-842
| Closed | -$71K | – | 309 |
|
|
2021
Q3 | $71K | Buy |
+842
| New | +$71K | 0.02% | 200 |
|