Mariner Independent Advisor Network’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.49M | Buy |
26,081
+1,477
| +6% | +$141K | 0.11% | 198 |
|
|
2022
Q2 | $2.28M | Buy |
24,604
+11,549
| +88% | +$1.07M | 0.1% | 215 |
|
|
2022
Q1 | $1.32M | Buy |
13,055
+3,024
| +30% | +$306K | 0.05% | 322 |
|
|
2021
Q4 | $1.04M | Buy |
+10,031
| New | +$1.04M | 0.05% | 326 |
|
|
2021
Q3 | – | Sell |
-10,203
| Closed | -$851K | – | 484 |
|
|
2021
Q2 | $851K | Buy |
+10,203
| New | +$851K | 0.04% | 361 |
|