Phoenix Financial’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,203
| Closed | -$906K | – | 308 |
|
|
2023
Q2 | $906K | Buy |
+13,203
| New | +$906K | 0.02% | 216 |
|
|
2023
Q1 | – | Sell |
-11,669
| Closed | -$1.09M | – | 296 |
|
|
2022
Q4 | $1.09M | Buy |
+11,669
| New | +$1.09M | 0.02% | 171 |
|
|
2020
Q1 | – | Sell |
-15,471
| Closed | -$1.14M | – | 307 |
|
|
2019
Q4 | $1.14M | Sell |
15,471
-7,940
| -34% | -$586K | 0.05% | 153 |
|
|
2019
Q3 | $1.39M | Buy |
+23,411
| New | +$1.39M | 0.07% | 135 |
|