Surevest’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$23K Sell
2022
Q2
$24K Buy
2022
Q1
$24K Hold
2021
Q4
$25K Buy
2020
Q1
Sell
2019
Q4
$494K Sell
2019
Q3
$484K Sell
2019
Q2
$447K Sell
2019
Q1
$475K Buy
2018
Q4
$308K Buy