Pacific Wealth Strategies Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,010
| Closed | -$1.11M | – | 54 |
|
|
2022
Q1 | $1.11M | Sell |
11,010
-32
| -0.3% | -$3.24K | 0.47% | 43 |
|
|
2021
Q4 | $1.14M | Buy |
11,042
+539
| +5% | +$55.6K | 0.4% | 50 |
|
|
2021
Q3 | $891K | Buy |
10,503
+397
| +4% | +$33.7K | 0.33% | 58 |
|
|
2021
Q2 | $843K | Buy |
10,106
+267
| +3% | +$22.3K | 0.32% | 60 |
|
|
2021
Q1 | $740K | Buy |
9,839
+5,989
| +156% | +$450K | 0.31% | 62 |
|
|
2020
Q4 | $288K | Buy |
+3,850
| New | +$288K | 0.12% | 74 |
|