MBL Wealth’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 |
-2,961
| Closed | -$236K | – | 210 |
|
|
2024
Q1 | $236K | Buy |
2,961
+85
| +3% | +$6.78K | 0.03% | 170 |
|
|
2023
Q4 | $227K | Buy |
+2,876
| New | +$227K | 0.03% | 163 |
|
|
2023
Q3 | – | Sell |
-3,413
| Closed | -$236K | – | 178 |
|
|
2023
Q2 | $236K | Buy |
+3,413
| New | +$236K | 0.03% | 154 |
|