PRI
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Prepared Retirement Institute’s CVS Health CVS Stock Holding History

Prepared Retirement Institute’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,958
Closed -$236K – 82
2024
Q1 		$236K Sell
2,958
-5,062
-63% -$404K 0.18% 58
2023
Q4 		$633K Buy
+8,020
New +$633K 0.47% 30