Schneider Downs Wealth Management Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,403
| Closed | -$420K | – | 124 |
|
|
2022
Q3 | $420K | Sell |
4,403
-123
| -3% | -$11.7K | 0.12% | 72 |
|
|
2022
Q2 | $419K | Buy |
4,526
+2,500
| +123% | +$231K | 0.12% | 79 |
|
|
2022
Q1 | $205K | Sell |
2,026
-258
| -11% | -$26.1K | 0.05% | 144 |
|
|
2021
Q4 | $236K | Sell |
2,284
-150
| -6% | -$15.5K | 0.06% | 138 |
|
|
2021
Q3 | $207K | Buy |
+2,434
| New | +$207K | 0.05% | 139 |
|