Baystate Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.5K | Buy |
75
+1
| +1% | +$462 | ﹤0.01% | 440 |
|
|
2023
Q3 | $32.6K | Hold |
74
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $33.2K | Hold |
74
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $34.2K | Hold |
74
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $38K | Hold |
74
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $34K | Buy |
74
+1
| +1% | +$478 | ﹤0.01% | 360 |
|
|
2022
Q2 | $36K | Hold |
73
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $36K | Hold |
73
| – | – | ﹤0.01% | 371 |
|
|
2021
Q4 | $34K | Hold |
73
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $27K | Buy |
73
+22
| +43% | +$8.36K | ﹤0.01% | 376 |
|
|
2021
Q2 | $19K | Buy |
51
+1
| +2% | +$382 | ﹤0.01% | 415 |
|
|
2021
Q1 | $18K | Buy |
50
+30
| +150% | +$9.65K | ﹤0.01% | 389 |
|
|
2020
Q4 | $7K | Sell |
20
-1
| -5% | -$307 | ﹤0.01% | 459 |
|
|
2020
Q3 | $6K | Buy |
21
+1
| +5% | +$269 | ﹤0.01% | 447 |
|
|
2020
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 414 |
|
|
2019
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 433 |
|
|
2018
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 447 |
|
|
2018
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 431 |
|
|
2017
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 431 |
|
|
2017
Q1 | $3K | Buy |
+20
| New | +$3.18K | ﹤0.01% | 425 |
|
Other funds holding ELV
