Accel Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-38
| Closed | -$17.5K | – | 366 |
|
|
2023
Q1 | $17.5K | Hold |
38
| – | – | 0.01% | 751 |
|
|
2022
Q4 | $19.5K | Hold |
38
| – | – | 0.01% | 558 |
|
|
2022
Q3 | $18K | Hold |
38
| – | – | 0.01% | 587 |
|
|
2022
Q2 | $19K | Buy |
38
+9
| +31% | +$4.5K | 0.01% | 555 |
|
|
2022
Q1 | $14K | Hold |
29
| – | – | 0.01% | 637 |
|
|
2021
Q4 | $13K | Hold |
29
| – | – | 0.01% | 653 |
|
|
2021
Q3 | $11K | Hold |
29
| – | – | 0.01% | 613 |
|
|
2021
Q2 | $11K | Hold |
29
| – | – | 0.01% | 674 |
|
|
2021
Q1 | $10K | Buy |
+29
| New | +$10K | 0.01% | 650 |
|