Trivium Point Advisory’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$232K Buy
2022
Q3
$248K Buy
2022
Q2
$227K Sell
2022
Q1
$292K Sell
2021
Q4
$307K Buy
2021
Q1
Sell
2020
Q4
$1.55M Buy
2020
Q3
$1.18M Buy
2020
Q2
$844K Buy
2020
Q1
$760K Buy