SWM
Selective Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,823
| Closed | -$174K | – | 234 |
|
|
2022
Q3 | $174K | Sell |
1,823
-400
| -18% | -$38.2K | 0.07% | 143 |
|
|
2022
Q2 | $206K | Buy |
2,223
+92
| +4% | +$8.53K | 0.07% | 139 |
|
|
2022
Q1 | $216K | Buy |
2,131
+400
| +23% | +$40.5K | 0.08% | 126 |
|
|
2021
Q4 | $179K | Sell |
1,731
-1
| -0.1% | -$103 | 0.07% | 134 |
|
|
2021
Q3 | $147K | Buy |
1,732
+400
| +30% | +$33.9K | 0.08% | 133 |
|
|
2021
Q2 | $111K | Buy |
1,332
+408
| +44% | +$34K | 0.09% | 105 |
|
|
2021
Q1 | $70K | Buy |
924
+332
| +56% | +$25.2K | 0.06% | 105 |
|
|
2020
Q4 | $40K | Buy |
+592
| New | +$40K | 0.03% | 127 |
|