Treybourne Wealth Planners’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$413K Sell
4,947
-448
-8% -$37.4K 0.26% 30
2021
Q1
$406K Buy
5,395
+67
+1% +$5.04K 0.28% 27
2020
Q4
$364K Buy
+5,328
New +$364K 0.26% 30