Spartan Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $65.9K | Buy |
835
+831
| +20,775% | +$65.6K | 0.07% | 123 |
|
|
2023
Q3 | $279 | Buy |
+4
| New | +$279 | ﹤0.01% | 138 |
|
|
2022
Q4 | – | Sell |
-718
| Closed | -$68K | – | 170 |
|
|
2022
Q3 | $68K | Buy |
718
+269
| +60% | +$25.5K | 0.09% | 44 |
|
|
2022
Q2 | $42K | Sell |
449
-115
| -20% | -$10.8K | 0.06% | 62 |
|
|
2022
Q1 | $57K | Buy |
+564
| New | +$57K | 0.07% | 82 |
|