Sutton Place Investors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,329
| Closed | -$209K | – | 131 |
|
|
2024
Q3 | $209K | Buy |
+3,329
| New | +$209K | 0.13% | 120 |
|
|
2024
Q2 | – | Sell |
-10,836
| Closed | -$864K | – | 125 |
|
|
2024
Q1 | $864K | Buy |
10,836
+3,052
| +39% | +$243K | 0.43% | 75 |
|
|
2023
Q4 | $615K | Buy |
+7,784
| New | +$615K | 0.44% | 76 |
|