Win 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
Q1 | – | Sell |
-2,668
| Closed | -$211K | – | 61 |
|
|
2023
Q4 | $211K | Buy |
+2,668
| New | +$211K | 0.1% | 54 |
|
|
2023
Q1 | – | Sell |
-458
| Closed | -$42.7K | – | 54 |
|
|
2022
Q4 | $42.7K | Buy |
458
+59
| +15% | +$5.5K | 0.02% | 47 |
|
|
2022
Q3 | $38K | Sell |
399
-6
| -1% | -$571 | 0.01% | 30 |
|
|
2022
Q2 | $38K | Buy |
405
+152
| +60% | +$14.3K | 0.07% | 50 |
|
|
2022
Q1 | $26K | Buy |
+253
| New | +$26K | 0.01% | 98 |
|