Valued Wealth Advisors’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-103
| Closed | -$6.48K | – | 652 |
|
|
2024
Q3 | $6.48K | Sell |
103
-5
| -5% | -$314 | ﹤0.01% | 260 |
|
|
2024
Q2 | $6.38K | Sell |
108
-54
| -33% | -$3.19K | ﹤0.01% | 249 |
|
|
2024
Q1 | $12.9K | Buy |
162
+33
| +26% | +$2.63K | 0.01% | 159 |
|
|
2023
Q4 | $9.01K | Buy |
+129
| New | +$9.01K | 0.01% | 134 |
|