SWM
Seed Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,055
| Closed | -$243K | – | 153 |
|
|
2024
Q1 | $243K | Sell |
3,055
-280
| -8% | -$22.3K | 0.23% | 115 |
|
|
2023
Q4 | $270K | Hold |
3,335
| – | – | 0.27% | 97 |
|
|
2023
Q3 | $233K | Hold |
3,335
| – | – | 0.26% | 108 |
|
|
2023
Q2 | $231K | Sell |
3,335
-55
| -2% | -$3.8K | 0.24% | 118 |
|
|
2023
Q1 | $252K | Sell |
3,390
-300
| -8% | -$22.3K | 0.29% | 96 |
|
|
2022
Q4 | $344K | Buy |
+3,690
| New | +$344K | 0.39% | 66 |
|