B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $248 | Buy |
513
+42
| +9% | +$20 | ﹤0.01% | 592 |
|
|
2022
Q1 | $231K | Buy |
+471
| New | +$231K | 0.02% | 522 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$65K | – | 306 |
|
|
2015
Q2 | $65K | Hold |
400
| – | – | 0.05% | 356 |
|
|
2015
Q1 | $61K | Sell |
400
-175
| -30% | -$26.7K | 0.05% | 378 |
|
|
2014
Q4 | $72K | Sell |
575
-100
| -15% | -$12.5K | 0.06% | 326 |
|
|
2014
Q3 | $80K | Sell |
675
-100
| -13% | -$11.9K | 0.06% | 327 |
|
|
2014
Q2 | $83K | Sell |
775
-100
| -11% | -$10.7K | 0.05% | 383 |
|
|
2014
Q1 | $87K | Buy |
+875
| New | +$87K | 0.06% | 337 |
|