Redwood Financial Network’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,108
| Closed | -$284K | – | 140 |
|
|
2023
Q2 | $284K | Buy |
4,108
+419
| +11% | +$29K | 0.27% | 116 |
|
|
2023
Q1 | $274K | Buy |
3,689
+112
| +3% | +$8.32K | 0.28% | 112 |
|
|
2022
Q4 | $333K | Buy |
3,577
+4
| +0.1% | +$373 | 0.38% | 89 |
|
|
2022
Q3 | $341K | Sell |
3,573
-235
| -6% | -$22.4K | 0.39% | 83 |
|
|
2022
Q2 | $353K | Sell |
3,808
-20
| -0.5% | -$1.85K | 0.38% | 82 |
|
|
2022
Q1 | $387K | Buy |
+3,828
| New | +$387K | 0.36% | 87 |
|