1834 Investment 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 |
-250
| Closed | -$123K | – | 474 |
|
|
2022
Q1 | $123K | Sell |
250
-105
| -30% | -$51.7K | 0.02% | 208 |
|
|
2021
Q4 | $165K | Sell |
355
-126
| -26% | -$58.6K | 0.02% | 203 |
|
|
2021
Q3 | $179K | Buy |
481
+140
| +41% | +$52.1K | 0.02% | 203 |
|
|
2021
Q2 | $130K | Hold |
341
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $122K | Hold |
341
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $109K | Hold |
341
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $92K | Buy |
341
+91
| +36% | +$24.6K | 0.01% | 230 |
|
|
2020
Q2 | $66K | Hold |
250
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $57K | Hold |
250
| – | – | 0.01% | 245 |
|
|
2019
Q4 | $76K | Hold |
250
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $60K | Hold |
250
| – | – | 0.01% | 263 |
|
|
2019
Q2 | $71K | Hold |
250
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $72K | Hold |
250
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $66K | Hold |
250
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $69K | Sell |
250
-50
| -17% | -$13.8K | 0.01% | 257 |
|
|
2018
Q2 | $71K | Hold |
300
| – | – | 0.01% | 247 |
|
|
2018
Q1 | $66K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2017
Q4 | $68K | Buy |
+300
| New | +$68K | 0.01% | 267 |
|