Quantum Financial Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,508
| Closed | -$200K | – | 168 |
|
|
2024
Q1 | $200K | Buy |
+2,508
| New | +$200K | 0.04% | 173 |
|
|
2023
Q4 | – | Sell |
-3,923
| Closed | -$274K | – | 124 |
|
|
2023
Q3 | $274K | Buy |
+3,923
| New | +$274K | 0.08% | 82 |
|
|
2022
Q3 | – | Sell |
-1,987
| Closed | -$207K | – | 88 |
|
|
2022
Q2 | $207K | Buy |
+1,987
| New | +$207K | 0.08% | 94 |
|