AFS
Axiom Financial Strategies’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-888
| Closed | -$403K | – | 45 |
|
|
2022
Q3 | $403K | Hold |
888
| – | – | 0.21% | 43 |
|
|
2022
Q2 | $429K | Hold |
888
| – | – | 0.23% | 45 |
|
|
2022
Q1 | $447K | Hold |
888
| – | – | 0.23% | 43 |
|
|
2021
Q4 | $412K | Buy |
888
+205
| +30% | +$95.1K | 0.19% | 45 |
|
|
2021
Q3 | $255K | Hold |
683
| – | – | 0.12% | 59 |
|
|
2021
Q2 | $261K | Hold |
683
| – | – | 0.12% | 55 |
|
|
2021
Q1 | $245K | Buy |
+683
| New | +$245K | 0.12% | 58 |
|