Stiles Financial Services’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 | – | Sell |
-3,644
| Closed | -$254K | – | 171 |
|
|
2023
Q3 | $254K | Sell |
3,644
-484
| -12% | -$33.8K | 0.13% | 142 |
|
|
2023
Q2 | $285K | Buy |
4,128
+291
| +8% | +$20.1K | 0.14% | 149 |
|
|
2023
Q1 | $285K | Buy |
3,837
+21
| +0.6% | +$1.56K | 0.15% | 144 |
|
|
2022
Q4 | $356K | Buy |
3,816
+319
| +9% | +$29.7K | 0.2% | 121 |
|
|
2022
Q3 | $334K | Buy |
+3,497
| New | +$334K | 0.2% | 119 |
|