Berman Capital Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $379K | Buy |
1,020
+425
| +71% | +$158K | 0.06% | 165 |
|
|
2021
Q2 | $226K | Buy |
595
+120
| +25% | +$45.6K | 0.04% | 211 |
|
|
2021
Q1 | $170K | Sell |
475
-55
| -10% | -$19.7K | 0.04% | 213 |
|
|
2020
Q4 | $169K | Buy |
530
+161
| +44% | +$51.3K | 0.04% | 188 |
|
|
2020
Q3 | $99K | Buy |
369
+77
| +26% | +$20.7K | 0.03% | 228 |
|
|
2020
Q2 | $76K | Sell |
292
-87
| -23% | -$22.6K | 0.02% | 262 |
|
|
2020
Q1 | $85K | Sell |
379
-152
| -29% | -$34.1K | 0.03% | 222 |
|
|
2019
Q4 | $160K | Buy |
531
+34
| +7% | +$10.2K | 0.05% | 163 |
|
|
2019
Q3 | $119K | Buy |
497
+66
| +15% | +$15.8K | 0.04% | 189 |
|
|
2019
Q2 | $121K | Buy |
431
+30
| +7% | +$8.42K | 0.04% | 184 |
|
|
2019
Q1 | $115K | Buy |
401
+102
| +34% | +$29.3K | 0.04% | 177 |
|
|
2018
Q4 | $78K | Buy |
+299
| New | +$78K | 0.03% | 206 |
|