BWP
Baldwin Wealth Partners’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-206
| Closed | -$107K | – | 473 |
|
|
2024
Q3 | $107K | Buy |
+206
| New | +$107K | 0.01% | 407 |
|
|
2017
Q1 | – | Sell |
-7
| Closed | -$1K | – | 505 |
|
|
2016
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 499 |
|
|
2016
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 519 |
|
|
2016
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 446 |
|