Laurel Wealth Planning’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-125
| Closed | -$12K | – | 216 |
|
|
2022
Q3 | $12K | Sell |
125
-710
| -85% | -$68.2K | 0.01% | 150 |
|
|
2022
Q2 | $77K | Hold |
835
| – | – | 0.05% | 89 |
|
|
2022
Q1 | $85K | Hold |
835
| – | – | 0.06% | 99 |
|
|
2021
Q4 | $86K | Hold |
835
| – | – | 0.07% | 79 |
|
|
2021
Q3 | $71K | Buy |
835
+125
| +18% | +$10.6K | 0.06% | 81 |
|
|
2021
Q2 | $59K | Hold |
710
| – | – | 0.05% | 65 |
|
|
2021
Q1 | $53K | Hold |
710
| – | – | 0.05% | 63 |
|
|
2020
Q4 | $48K | Buy |
+710
| New | +$48K | 0.05% | 61 |
|