Resurgent 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 |
-4,339
| Closed | -$346K | – | 177 |
|
|
2024
Q1 | $346K | Buy |
4,339
+1,352
| +45% | +$108K | 0.18% | 140 |
|
|
2023
Q4 | $236K | Sell |
2,987
-35
| -1% | -$2.76K | 0.14% | 151 |
|
|
2023
Q3 | $211K | Buy |
3,022
+21
| +0.7% | +$1.47K | 0.14% | 142 |
|
|
2023
Q2 | $207K | Sell |
3,001
-67
| -2% | -$4.63K | 0.14% | 138 |
|
|
2023
Q1 | $228K | Sell |
3,068
-2,039
| -40% | -$152K | 0.15% | 132 |
|
|
2022
Q4 | $476K | Sell |
5,107
-6,150
| -55% | -$573K | 0.25% | 94 |
|
|
2022
Q3 | $1.07M | Buy |
11,257
+6,282
| +126% | +$599K | 0.72% | 39 |
|
|
2022
Q2 | $461K | Sell |
4,975
-1,307
| -21% | -$121K | 0.3% | 94 |
|
|
2022
Q1 | $635K | Buy |
6,282
+3,095
| +97% | +$313K | 0.39% | 71 |
|
|
2021
Q4 | $328K | Buy |
+3,187
| New | +$328K | 0.26% | 86 |
|