Lake Point Wealth Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$19K Hold
2022
Q1
$20K Hold
2021
Q4
$21K Buy
2021
Q3
$0 Sell
2021
Q2
$2K Buy
2020
Q1
$73K Buy
2019
Q4
$12K Buy
2019
Q2
$9K Hold
2019
Q1
$9K Sell
2018
Q4
$19K Buy