Planning Directions’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,172	Closed	-$202K	–	72
2022 Q4	$202K	Sell	2,172 -219	-9%	-$20.4K	0.15%	71
2022 Q3	$228K	Buy	2,391 +52	+2%	+$4.96K	0.18%	57
2022 Q2	$217K	Buy	+2,339	New	+$217K	0.17%	66