NIWA
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New Insight Wealth Advisors’s CVS Health CVS Stock Holding History

New Insight Wealth Advisors’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,642
Closed -$290K – 87
2024
Q1 		$290K Sell
3,642
-2,024
-36% -$161K 0.18% 61
2023
Q4 		$447K Buy
+5,666
New +$447K 0.3% 48