Milestone Investment Advisors’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
-854
Closed -$59.6K 200
2023
Q3
$59.6K Buy
+854
New +$59.6K 0.02% 184
2023
Q2
Sell
-184
Closed -$13.7K 195
2023
Q1
$13.7K Buy
+184
New +$13.7K ﹤0.01% 284