Summit Financial Strategies’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,518	Closed	-$240K	–	123
2022 Q3	$240K	Buy	+2,518	New	+$240K	0.06%	103
2021 Q4	–	Sell	-2,497	Closed	-$212K	–	127
2021 Q3	$212K	Buy	+2,497	New	+$212K	0.04%	112