Surience Private Wealth’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	-35,264	Closed	-$3.36M	–	23
2022 Q3	$3.36M	Buy	+35,264	New	+$3.36M	8.64%	5