Signature Wealth Management Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $232K | Buy |
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