TPWM
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Twelve Points Wealth Management’s CVS Health CVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-13,205
Closed -$1.22M 160
2022
Q2
$1.22M Sell
13,205
-91
-0.7% -$8.44K 0.94% 22
2022
Q1
$1.35M Sell
13,296
-2,715
-17% -$275K 1.01% 19
2021
Q4
$1.65M Buy
+16,011
New +$1.65M 1.34% 11