Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.79M | Sell |
19,351
-13,299
| -41% | -$1.23M | 0.46% | 53 |
|
|
2022
Q1 | $3.31M | Buy |
32,650
+15,725
| +93% | +$1.59M | 0.71% | 39 |
|
|
2021
Q4 | $1.75M | Buy |
16,925
+1,659
| +11% | +$171K | 0.34% | 67 |
|
|
2021
Q3 | $1.3M | Buy |
15,266
+1,824
| +14% | +$155K | 0.28% | 76 |
|
|
2021
Q2 | $1.1M | Buy |
13,442
+820
| +6% | +$67K | 0.24% | 82 |
|
|
2021
Q1 | $950K | Buy |
12,622
+7,962
| +171% | +$599K | 0.24% | 89 |
|
|
2020
Q4 | $318K | Sell |
4,660
-19,859
| -81% | -$1.36M | 0.09% | 120 |
|
|
2020
Q3 | $1.43M | Sell |
24,519
-1,441
| -6% | -$84.2K | 0.54% | 60 |
|
|
2020
Q2 | $1.69M | Buy |
+25,960
| New | +$1.69M | 0.84% | 48 |
|