Pinnacle Private Wealth’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
$1.15M Buy
12,383
+315
+3% +$29.2K 0.45% 59
2022
Q1
$1.22M Sell
12,068
-2,445
-17% -$247K 0.38% 63
2021
Q4
$1.5M Buy
+14,513
New +$1.5M 0.47% 50