Wealthgate Family Office’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,886
Closed -$518K 22
2021
Q1
$518K Hold
6,886
0.7% 24
2020
Q4
$470K Buy
+6,886
New +$470K 0.7% 21