AA
Apriem Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$60K | – | 204 |
|
|
2018
Q2 | $60K | Buy |
+250
| New | +$60K | 0.01% | 232 |
|
|
2017
Q2 | – | Sell |
-1,250
| Closed | -$207K | – | 253 |
|
|
2017
Q1 | $207K | Sell |
1,250
-30
| -2% | -$4.97K | 0.06% | 121 |
|
|
2016
Q4 | $184K | Buy |
1,280
+30
| +2% | +$4.31K | 0.05% | 125 |
|
|
2016
Q3 | $157K | Hold |
1,250
| – | – | 0.05% | 130 |
|
|
2016
Q2 | $164K | Hold |
1,250
| – | – | 0.05% | 123 |
|
|
2016
Q1 | $174K | Sell |
1,250
-9
| -0.7% | -$1.25K | 0.07% | 102 |
|
|
2015
Q4 | $176K | Buy |
1,259
+9
| +0.7% | +$1.26K | 0.06% | 101 |
|
|
2015
Q3 | $175K | Buy |
+1,250
| New | +$175K | 0.06% | 99 |
|