SEEDPG
S.E.E.D. Planning Group’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,332
| Closed | -$222K | – | 86 |
|
|
2022
Q3 | $222K | Sell |
2,332
-63
| -3% | -$6K | 0.1% | 71 |
|
|
2022
Q2 | $222K | Sell |
2,395
-230
| -9% | -$21.3K | 0.1% | 73 |
|
|
2022
Q1 | $266K | Sell |
2,625
-134
| -5% | -$13.6K | 0.11% | 72 |
|
|
2021
Q4 | $285K | Sell |
2,759
-2
| -0.1% | -$207 | 0.12% | 69 |
|
|
2021
Q3 | $234K | Sell |
2,761
-64
| -2% | -$5.42K | 0.11% | 73 |
|
|
2021
Q2 | $236K | Sell |
2,825
-17
| -0.6% | -$1.42K | 0.12% | 75 |
|
|
2021
Q1 | $214K | Sell |
2,842
-9,888
| -78% | -$745K | 0.12% | 72 |
|
|
2020
Q4 | $869K | Buy |
12,730
+8,237
| +183% | +$562K | 0.52% | 42 |
|
|
2020
Q3 | $262K | Buy |
+4,493
| New | +$262K | 0.19% | 56 |
|