Vahanian & Associates Financial Planning’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,910
Closed -$295K 43
2022
Q1
$295K Sell
2,910
-4,283
-60% -$434K 0.68% 43
2021
Q4
$742K Buy
+7,193
New +$742K 0.6% 40