PEA
Park Edge Advisors’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,974
| Closed | -$630K | – | 127 |
|
|
2023
Q4 | $630K | Sell |
7,974
-6,007
| -43% | -$474K | 0.22% | 60 |
|
|
2023
Q3 | $976K | Sell |
13,981
-2,016
| -13% | -$141K | 0.35% | 31 |
|
|
2023
Q2 | $1.11M | Sell |
15,997
-90
| -0.6% | -$6.22K | 0.37% | 25 |
|
|
2023
Q1 | $1.2M | Buy |
16,087
+2,689
| +20% | +$200K | 0.46% | 23 |
|
|
2022
Q4 | $1.25M | Buy |
+13,398
| New | +$1.25M | 0.55% | 24 |
|