WR Wealth Planners’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.51K | Buy |
145
+24
| +20% | +$1.08K | ﹤0.01% | 652 |
|
|
2024
Q3 | $7.61K | Hold |
121
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $7.15K | Sell |
121
-39
| -24% | -$2.3K | ﹤0.01% | 653 |
|
|
2024
Q1 | $12.8K | Buy |
+160
| New | +$12.8K | ﹤0.01% | 547 |
|
|
2023
Q4 | – | Sell |
-529
| Closed | -$36.9K | – | 327 |
|
|
2023
Q3 | $36.9K | Sell |
529
-45
| -8% | -$3.14K | 0.01% | 355 |
|
|
2023
Q2 | $39.7K | Sell |
574
-1,340
| -70% | -$92.6K | 0.02% | 345 |
|
|
2023
Q1 | $142K | Buy |
1,914
+1,833
| +2,263% | +$136K | 0.06% | 191 |
|
|
2022
Q4 | $7.55K | Hold |
81
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $7.73K | Hold |
81
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $7.51K | Hold |
81
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $8.2K | Buy |
+81
| New | +$8.2K | ﹤0.01% | 319 |
|