Masso Torrence Wealth Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,906
| Closed | -$232K | – | 95 |
|
|
2024
Q1 | $232K | Buy |
+2,906
| New | +$232K | 0.14% | 85 |
|
|
2023
Q1 | – | Sell |
-2,303
| Closed | -$215K | – | 93 |
|
|
2022
Q4 | $215K | Sell |
2,303
-227
| -9% | -$21.2K | 0.17% | 84 |
|
|
2022
Q3 | $241K | Buy |
+2,530
| New | +$241K | 0.21% | 72 |
|
|
2022
Q1 | – | Sell |
-613
| Closed | -$63K | – | 136 |
|
|
2021
Q4 | $63K | Buy |
+613
| New | +$63K | 0.04% | 135 |
|