RFS
Retirement Financial Solutions’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,155
| Closed | -$252K | – | 41 |
|
|
2024
Q1 | $252K | Hold |
3,155
| – | – | 0.13% | 39 |
|
|
2023
Q4 | $249K | Hold |
3,155
| – | – | 0.14% | 43 |
|
|
2023
Q3 | $220K | Sell |
3,155
-17
| -0.5% | -$1.19K | 0.15% | 36 |
|
|
2023
Q2 | $219K | Hold |
3,172
| – | – | 0.15% | 32 |
|
|
2023
Q1 | $236K | Buy |
3,172
+322
| +11% | +$23.9K | 0.19% | 28 |
|
|
2022
Q4 | $266K | Buy |
+2,850
| New | +$266K | 0.23% | 26 |
|