Montz Harcus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,282
| Closed | -$213K | – | 55 |
|
|
2022
Q4 | $213K | Buy |
2,282
+9
| +0.4% | +$839 | 0.21% | 51 |
|
|
2022
Q3 | $217K | Sell |
2,273
-42
| -2% | -$4.01K | 0.24% | 48 |
|
|
2022
Q2 | $215K | Buy |
2,315
+9
| +0.4% | +$836 | 0.23% | 49 |
|
|
2022
Q1 | $233K | Buy |
2,306
+109
| +5% | +$11K | 0.21% | 50 |
|
|
2021
Q4 | $227K | Buy |
+2,197
| New | +$227K | 0.2% | 50 |
|