NFA

Northwest Financial Advisors’s CVS Health CVS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-462	Closed	-$29.1K	–	196
2024 Q3	$29.1K	Buy	+462	New	+$29.1K	0.02%	286
2024 Q1	–	Sell	-537	Closed	-$42.4K	–	177
2023 Q4	$42.4K	Buy	+537	New	+$42.4K	0.04%	225