Pacific Sage Partners’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 |
-2,813
| Closed | -$224K | – | 103 |
|
|
2024
Q1 | $224K | Hold |
2,813
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $222K | Buy |
+2,813
| New | +$222K | 0.06% | 80 |
|
|
2023
Q2 | – | Sell |
-2,813
| Closed | -$209K | – | 92 |
|
|
2023
Q1 | $209K | Sell |
2,813
-257
| -8% | -$19.1K | 0.07% | 78 |
|
|
2022
Q4 | $286K | Buy |
+3,070
| New | +$286K | 0.1% | 62 |
|