Sierra Summit 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
Q2
Sell
-7,732
Closed -$617K 146
2024
Q1
$617K Sell
7,732
-1,359
-15% -$108K 0.17% 69
2023
Q4
$718K Buy
+9,091
New +$718K 0.21% 67