Nvest Financial’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,188
Closed -$1.13M 93
2024
Q1
$1.13M Buy
14,188
+7,417
+110% +$592K 0.75% 37
2023
Q4
$535K Buy
+6,771
New +$535K 0.42% 46