Morton Brown Family Wealth’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$1.26K | – | 238 |
|
|
2023
Q4 | $1.26K | Buy |
+16
| New | +$1.26K | ﹤0.01% | 257 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 234 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 222 |
|
|
2022
Q1 | – | Sell |
-45
| Closed | -$5K | – | 161 |
|
|
2021
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 136 |
|