TFO Wealth Partners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$1.04K | – | 228 |
|
|
2024
Q1 | $1.04K | Sell |
13
-23
| -64% | -$1.84K | ﹤0.01% | 160 |
|
|
2023
Q4 | $2.84K | Sell |
36
-36
| -50% | -$2.84K | ﹤0.01% | 121 |
|
|
2023
Q3 | $4.98K | Buy |
72
+59
| +454% | +$4.08K | ﹤0.01% | 176 |
|
|
2023
Q2 | $899 | Hold |
13
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $966 | Buy |
13
+5
| +63% | +$372 | ﹤0.01% | 171 |
|
|
2022
Q4 | $206 | Buy |
+8
| New | +$206 | ﹤0.01% | 626 |
|
|
2022
Q3 | – | Sell |
-178
| Closed | -$16K | – | 218 |
|
|
2022
Q2 | $16K | Buy |
+178
| New | +$16K | ﹤0.01% | 95 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$7K | – | 147 |
|
|
2021
Q3 | $7K | Sell |
88
-112
| -56% | -$8.91K | ﹤0.01% | 104 |
|
|
2021
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 54 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$10K | – | 161 |
|
|
2020
Q2 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 88 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$22K | – | 137 |
|
|
2019
Q4 | $22K | Buy |
+300
| New | +$22K | 0.02% | 94 |
|