RE Dickinson Investment 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
Q4 | $22K | Hold |
50
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $3.14K | Hold |
50
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $2.95K | Hold |
50
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 186 |
|
|
2023
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 188 |
|
|
2023
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $3K | Sell |
50
-28
| -36% | -$1.68K | ﹤0.01% | 313 |
|
|
2023
Q1 | $6K | Buy |
78
+28
| +56% | +$2.15K | ﹤0.01% | 297 |
|
|
2022
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 178 |
|
|
2022
Q2 | $5 | Hold |
50
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 210 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 210 |
|