Smallwood Wealth Investment Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$75.7K	Buy	+1,117	New	+$75.7K	0.05%	130
2023 Q1	–	Sell	-2,330	Closed	-$217K	–	63
2022 Q4	$217K	Sell	2,330 -301	-11%	-$28K	0.18%	66
2022 Q3	$251K	Buy	+2,631	New	+$251K	0.23%	64