TVWM
Tower View Wealth Management’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-292
| Closed | -$20K | – | 181 |
|
|
2023
Q2 | $20K | Sell |
292
-217
| -43% | -$14.9K | 0.01% | 100 |
|
|
2023
Q1 | $38K | Buy |
509
+4
| +0.8% | +$299 | 0.03% | 86 |
|
|
2022
Q4 | $47K | Buy |
505
+2
| +0.4% | +$186 | 0.03% | 83 |
|
|
2022
Q3 | $48K | Buy |
503
+3
| +0.6% | +$286 | 0.04% | 80 |
|
|
2022
Q2 | $46K | Hold |
500
| – | – | 0.03% | 80 |
|
|
2022
Q1 | $51K | Hold |
500
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $52K | Hold |
500
| – | – | 0.03% | 102 |
|
|
2021
Q3 | $42K | Buy |
+500
| New | +$42K | 0.02% | 108 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$16K | – | 146 |
|
|
2018
Q3 | $16K | Hold |
202
| – | – | 0.01% | 117 |
|
|
2018
Q2 | $13K | Hold |
202
| – | – | 0.01% | 114 |
|
|
2018
Q1 | $13K | Hold |
202
| – | – | 0.01% | 113 |
|
|
2017
Q4 | $15K | Buy |
+202
| New | +$15K | 0.01% | 116 |
|