RWM
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RKL Wealth Management’s CVS Health CVS Stock Holding History

RKL Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,447
Closed -$204K – 125
2021
Q2 		$204K Sell
2,447
-236
-9% -$19.7K 0.03% 129
2021
Q1 		$202K Buy
+2,683
New +$202K 0.03% 128