BerganKDV Wealth Management’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 | $12.8K | Sell |
29
-18
| -38% | -$7.94K | ﹤0.01% | 534 |
|
|
2023
Q1 | $21.6K | Sell |
47
-20
| -30% | -$9.2K | ﹤0.01% | 509 |
|
|
2022
Q4 | $34.3K | Buy |
67
+20
| +43% | +$10.2K | ﹤0.01% | 417 |
|
|
2022
Q3 | $21K | Sell |
47
-6
| -11% | -$2.68K | ﹤0.01% | 485 |
|
|
2022
Q2 | $25K | Hold |
53
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $26K | Hold |
53
| – | – | ﹤0.01% | 483 |
|
|
2021
Q4 | $24K | Buy |
53
+1
| +2% | +$453 | ﹤0.01% | 518 |
|
|
2021
Q3 | $20K | Hold |
52
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $20K | Hold |
52
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $19K | Sell |
52
-6
| -10% | -$2.19K | ﹤0.01% | 490 |
|
|
2020
Q4 | $19K | Buy |
58
+6
| +12% | +$1.97K | ﹤0.01% | 483 |
|
|
2020
Q3 | $14K | Sell |
52
-48
| -48% | -$12.9K | ﹤0.01% | 466 |
|
|
2020
Q2 | $26K | Buy |
100
+37
| +59% | +$9.62K | ﹤0.01% | 429 |
|
|
2020
Q1 | $14K | Buy |
63
+6
| +11% | +$1.33K | ﹤0.01% | 458 |
|
|
2019
Q4 | $17K | Buy |
57
+31
| +119% | +$9.25K | ﹤0.01% | 468 |
|
|
2019
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 539 |
|
|
2019
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $7K | Hold |
26
| – | – | ﹤0.01% | 564 |
|
|
2018
Q4 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 516 |
|