Sandy Cove 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
Q1 | – | Sell |
-3,367
| Closed | -$266K | – | 122 |
|
|
2023
Q4 | $266K | Buy |
+3,367
| New | +$266K | 0.14% | 100 |
|
|
2022
Q2 | – | Sell |
-2,335
| Closed | -$236K | – | 137 |
|
|
2022
Q1 | $236K | Buy |
2,335
+335
| +17% | +$33.9K | 0.2% | 73 |
|
|
2021
Q4 | $206K | Buy |
+2,000
| New | +$206K | 0.17% | 75 |
|