WealthOne’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,660
| Closed | -$248K | – | 107 |
|
|
2022
Q4 | $248K | Sell |
2,660
-98
| -4% | -$9.13K | 0.1% | 98 |
|
|
2022
Q3 | $263K | Buy |
2,758
+72
| +3% | +$6.87K | 0.11% | 85 |
|
|
2022
Q2 | $249K | Sell |
2,686
-151
| -5% | -$14K | 0.1% | 101 |
|
|
2022
Q1 | $287K | Buy |
+2,837
| New | +$287K | 0.1% | 97 |
|
|
2019
Q1 | – | Sell |
-678
| Closed | -$44K | – | 171 |
|
|
2018
Q4 | $44K | Buy |
+678
| New | +$44K | 0.04% | 185 |
|