Monarch Capital Management’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,302
| Closed | -$215K | – | 112 |
|
|
2022
Q4 | $215K | Hold |
2,302
| – | – | 0.07% | 107 |
|
|
2022
Q3 | $220K | Hold |
2,302
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $213K | Hold |
2,302
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $233K | Hold |
2,302
| – | – | 0.06% | 116 |
|
|
2021
Q4 | $237K | Buy |
+2,302
| New | +$237K | 0.06% | 116 |
|