Lloyd Advisory Services’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 |
-6,843
| Closed | -$478K | – | 190 |
|
|
2023
Q3 | $478K | Buy |
+6,843
| New | +$478K | 0.16% | 132 |
|
|
2022
Q2 | – | Sell |
-493
| Closed | -$50K | – | 172 |
|
|
2022
Q1 | $50K | Sell |
493
-78
| -14% | -$7.91K | 0.02% | 224 |
|
|
2021
Q4 | $59K | Hold |
571
| – | – | 0.03% | 183 |
|
|
2021
Q3 | $48K | Sell |
571
-36
| -6% | -$3.03K | 0.02% | 163 |
|
|
2021
Q2 | $51K | Hold |
607
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $46K | Buy |
607
+539
| +793% | +$40.8K | 0.03% | 141 |
|
|
2020
Q4 | $5K | Hold |
68
| – | – | ﹤0.01% | 240 |
|
|
2020
Q3 | $4K | Buy |
68
+8
| +13% | +$471 | ﹤0.01% | 243 |
|
|
2020
Q2 | $4K | Buy |
60
+13
| +28% | +$867 | ﹤0.01% | 222 |
|
|
2020
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 269 |
|