Okabena Investment Services’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80
| Closed | -$4.05K | – | 173 |
|
|
2023
Q1 | $4.05K | Buy |
80
+44
| +122% | +$2.23K | ﹤0.01% | 136 |
|
|
2022
Q4 | $3.36K | Buy |
+36
| New | +$3.36K | ﹤0.01% | 173 |
|
|
2022
Q3 | – | Sell |
-694
| Closed | -$64K | – | 171 |
|
|
2022
Q2 | $64K | Hold |
694
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $70K | Hold |
694
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $72K | Buy |
+694
| New | +$72K | 0.03% | 140 |
|