WMG Financial Advisors’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,678
Closed -$257K 141
2022
Q3
$257K Buy
2,678
+16
+0.6% +$1.54K 0.23% 94
2022
Q2
$245K Sell
2,662
-40
-1% -$3.68K 0.21% 110
2022
Q1
$274K Buy
+2,702
New +$274K 0.2% 125