Legacy Wealth Management (Mississippi)’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33,617	Closed	-$2.65M	–	73
2023 Q4	$2.65M	Sell	33,617 -150	-0.4%	-$11.8K	1.28%	22
2023 Q3	$2.36M	Sell	33,767 -45	-0.1%	-$3.14K	1.23%	21
2023 Q2	$2.34M	Buy	+33,812	New	+$2.34M	1.17%	22