MWA
MFA Wealth Advisors’s CVS Health CVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-215
| Closed | -$13.5K | – | 142 |
|
2024
Q3 | $13.5K | Sell |
215
-577
| -73% | -$36.3K | ﹤0.01% | 299 |
|
2024
Q2 | $46.8K | Buy |
+792
| New | +$46.8K | 0.01% | 187 |
|
2024
Q1 | – | Sell |
-5,792
| Closed | -$457K | – | 87 |
|
2023
Q4 | $457K | Buy |
+5,792
| New | +$457K | 0.13% | 68 |
|
2020
Q3 | – | Sell |
-683
| Closed | -$44.4K | – | 72 |
|
2020
Q2 | $44.4K | Buy |
+683
| New | +$44.4K | 0.03% | 78 |
|