BPWA
Beacon Pointe Wealth Advisors’s Elevance Health ELV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $436K | Buy |
1,443
+3
| +0.2% | +$906 | 0.08% | 173 |
|
2019
Q3 | $345K | Sell |
1,440
-6
| -0.4% | -$1.44K | 0.07% | 197 |
|
2019
Q2 | $408K | Buy |
1,446
+3
| +0.2% | +$846 | 0.09% | 181 |
|
2019
Q1 | $414K | Hold |
1,443
| – | – | 0.09% | 169 |
|
2018
Q4 | $379K | Buy |
+1,443
| New | +$379K | 0.14% | 147 |
|