BTWM
Baker Tilly Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,415
| Closed | -$629K | – | 491 |
|
|
2023
Q2 | $629K | Sell |
1,415
-327
| -19% | -$145K | 0.07% | 284 |
|
|
2023
Q1 | $801K | Buy |
1,742
+695
| +66% | +$320K | 0.09% | 240 |
|
|
2022
Q4 | $537K | Sell |
1,047
-3
| -0.3% | -$1.54K | 0.07% | 302 |
|
|
2022
Q3 | $477K | Buy |
1,050
+425
| +68% | +$193K | 0.07% | 298 |
|
|
2022
Q2 | $302K | Hold |
625
| – | – | 0.04% | 411 |
|
|
2022
Q1 | $307K | Sell |
625
-304
| -33% | -$149K | 0.03% | 425 |
|
|
2021
Q4 | $431K | Buy |
929
+342
| +58% | +$159K | 0.05% | 381 |
|
|
2021
Q3 | $219K | Sell |
587
-42
| -7% | -$15.7K | 0.03% | 473 |
|
|
2021
Q2 | $240K | Sell |
629
-12
| -2% | -$4.58K | 0.04% | 442 |
|
|
2021
Q1 | $230K | Buy |
+641
| New | +$230K | 0.05% | 421 |
|