TFA
Tranquilli Financial Advisor’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,834
| Closed | -$223K | – | 110 |
|
|
2024
Q2 | $223K | Sell |
3,834
-97
| -2% | -$5.64K | 0.15% | 96 |
|
|
2024
Q1 | $314K | Buy |
3,931
+1,203
| +44% | +$96K | 0.21% | 84 |
|
|
2023
Q4 | $215K | Sell |
2,728
-461
| -14% | -$36.4K | 0.15% | 95 |
|
|
2023
Q3 | $223K | Buy |
+3,189
| New | +$223K | 0.16% | 89 |
|