Semus Wealth Partners’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 |
-2,675
| Closed | -$211K | – | 131 |
|
|
2023
Q4 | $211K | Buy |
+2,675
| New | +$211K | 0.17% | 119 |
|
|
2023
Q2 | – | Sell |
-3,047
| Closed | -$226K | – | 118 |
|
|
2023
Q1 | $226K | Buy |
3,047
+17
| +0.6% | +$1.26K | 0.24% | 100 |
|
|
2022
Q4 | $282K | Buy |
+3,030
| New | +$282K | 0.34% | 74 |
|