Alera 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
2024
Q3
$344K Buy
661
+104
+19% +$54.1K 0.04% 189
2024
Q2
$302K Buy
+557
New +$302K 0.04% 192
2019
Q2
Sell
-58
Closed -$17K 349
2019
Q1
$17K Sell
58
-28
-33% -$8.21K 0.01% 331
2018
Q4
$23K Buy
+86
New +$23K 0.01% 258