Silvia McColl Wealth Management’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 |
-2,542
| Closed | -$201K | – | 110 |
|
|
2023
Q4 | $201K | Buy |
+2,542
| New | +$201K | 0.18% | 100 |
|
|
2023
Q3 | – | Sell |
-2,929
| Closed | -$202K | – | 102 |
|
|
2023
Q2 | $202K | Hold |
2,929
| – | – | 0.19% | 102 |
|
|
2023
Q1 | $218K | Hold |
2,929
| – | – | 0.22% | 94 |
|
|
2022
Q4 | $273K | Buy |
+2,929
| New | +$273K | 0.27% | 84 |
|