Zimmermann Investment Management & Planning’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,298
| Closed | -$214K | – | 115 |
|
|
2022
Q4 | $214K | Buy |
2,298
+56
| +2% | +$5.22K | 0.12% | 88 |
|
|
2022
Q3 | $214K | Hold |
2,242
| – | – | 0.13% | 85 |
|
|
2022
Q2 | $208K | Buy |
2,242
+165
| +8% | +$15.3K | 0.14% | 82 |
|
|
2022
Q1 | $210K | Sell |
2,077
-188
| -8% | -$19K | 0.12% | 78 |
|
|
2021
Q4 | $234K | Buy |
+2,265
| New | +$234K | 0.13% | 83 |
|