Ten Capital Wealth Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Buy |
1,787
+138
| +8% | +$9.5K | 0.04% | 172 |
|
|
2023
Q1 | $123K | Sell |
1,649
-9
| -0.5% | -$669 | 0.04% | 147 |
|
|
2022
Q4 | $155K | Buy |
1,658
+9
| +0.5% | +$839 | 0.06% | 102 |
|
|
2022
Q3 | $157K | Hold |
1,649
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $153K | Hold |
1,649
| – | – | 0.07% | 93 |
|
|
2022
Q1 | $167K | Buy |
1,649
+674
| +69% | +$68.3K | 0.07% | 90 |
|
|
2021
Q4 | $101K | Hold |
975
| – | – | 0.04% | 94 |
|
|
2021
Q3 | $83K | Buy |
+975
| New | +$83K | 0.04% | 103 |
|
|
2021
Q1 | – | Sell |
-142
| Closed | -$10K | – | 361 |
|
|
2020
Q4 | $10K | Buy |
+142
| New | +$10K | ﹤0.01% | 258 |
|