BDO Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.6K | Buy |
55
+40
| +267% | +$17.9K | ﹤0.01% | 545 |
|
|
2023
Q1 | $7K | Hold |
15
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $7.79K | Sell |
15
-49
| -77% | -$25.5K | ﹤0.01% | 722 |
|
|
2022
Q3 | $29K | Buy |
64
+51
| +392% | +$23.1K | ﹤0.01% | 497 |
|
|
2022
Q2 | $6K | Hold |
13
| – | – | ﹤0.01% | 757 |
|
|
2022
Q1 | $6K | Hold |
13
| – | – | ﹤0.01% | 792 |
|
|
2021
Q4 | $6K | Buy |
13
+5
| +63% | +$2.31K | ﹤0.01% | 795 |
|
|
2021
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $3K | Sell |
8
-715
| -99% | -$268K | ﹤0.01% | 928 |
|
|
2020
Q4 | $232K | Sell |
723
-75
| -9% | -$24.1K | 0.03% | 220 |
|
|
2020
Q3 | $214K | Buy |
798
+12
| +2% | +$3.22K | 0.03% | 214 |
|
|
2020
Q2 | $207K | Hold |
786
| – | – | 0.04% | 213 |
|
|
2020
Q1 | $178K | Buy |
786
+8
| +1% | +$1.81K | 0.04% | 213 |
|
|
2019
Q4 | $235K | Hold |
778
| – | – | 0.06% | 177 |
|
|
2019
Q3 | $187K | Sell |
778
-54
| -6% | -$13K | 0.05% | 198 |
|
|
2019
Q2 | $235K | Buy |
832
+792
| +1,980% | +$224K | 0.06% | 172 |
|
|
2019
Q1 | $11K | Hold |
40
| – | – | ﹤0.01% | 417 |
|
|
2018
Q4 | $11K | Hold |
40
| – | – | ﹤0.01% | 402 |
|
|
2018
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 455 |
|
|
2018
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 404 |
|
|
2017
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 344 |
|
|
2017
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 397 |
|