Seneca Financial 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 Q3	–	Sell	-5,500	Closed	-$325K	–	55
2024 Q2	$325K	Hold	5,500	–	–	0.17%	45
2024 Q1	$439K	Hold	5,500	–	–	0.23%	43
2023 Q4	$434K	Buy	+5,500	New	+$434K	0.25%	41