WealthPlan Investment Management’s CVS Health CVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,100	Closed	-$76K	–	198
2023 Q2	$76K	Hold	1,100	–	–	0.02%	171
2023 Q1	$81.7K	Sell	1,100 -1,649	-60%	-$123K	0.01%	211
2022 Q4	$247K	Buy	2,749 +625	+29%	+$56.2K	0.02%	341
2022 Q3	$217K	Buy	+2,124	New	+$217K	0.02%	345