WT Wealth 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
Q2 | – | Sell |
-13,647
| Closed | -$1.01M | – | 101 |
|
|
2023
Q1 | $1.01M | Sell |
13,647
-351
| -3% | -$26.1K | 0.44% | 68 |
|
|
2022
Q4 | $1.3M | Sell |
13,998
-371
| -3% | -$34.6K | 0.63% | 52 |
|
|
2022
Q3 | $1.37M | Sell |
14,369
-293
| -2% | -$27.9K | 0.69% | 41 |
|
|
2022
Q2 | $1.36M | Sell |
14,662
-628
| -4% | -$58.2K | 0.67% | 47 |
|
|
2022
Q1 | $1.55M | Sell |
15,290
-2,536
| -14% | -$257K | 0.59% | 56 |
|
|
2021
Q4 | $1.84M | Buy |
17,826
+545
| +3% | +$56.2K | 0.67% | 49 |
|
|
2021
Q3 | $1.47M | Buy |
17,281
+4,240
| +33% | +$360K | 0.57% | 59 |
|
|
2021
Q2 | $1.09M | Buy |
+13,041
| New | +$1.09M | 0.44% | 74 |
|