180 Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-404
| Closed | -$209K | – | 379 |
|
2022
Q1 | $209K | Buy |
+404
| New | +$209K | 0.05% | 344 |
|
2019
Q1 | – | Sell |
-803
| Closed | -$220K | – | 262 |
|
2018
Q4 | $220K | Hold |
803
| – | – | 0.1% | 228 |
|
2018
Q3 | $220K | Sell |
803
-61
| -7% | -$16.7K | 0.1% | 228 |
|
2018
Q2 | $206K | Sell |
864
-294
| -25% | -$70.1K | 0.1% | 225 |
|
2018
Q1 | $258K | Buy |
+1,158
| New | +$258K | 0.13% | 188 |
|