TIAM2
Tru Independence Asset Management 2’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,594
| Closed | -$1.28M | – | 75 |
|
|
2022
Q1 | $1.28M | Sell |
12,594
-1,754
| -12% | -$178K | 0.73% | 27 |
|
|
2021
Q4 | $1.48M | Buy |
+14,348
| New | +$1.48M | 0.78% | 28 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$2K | – | 172 |
|
|
2020
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 399 |
|