BHK Investment Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-863
| Closed | -$449K | – | 61 |
|
|
2024
Q3 | $449K | Buy |
863
+5
| +0.6% | +$2.6K | 0.17% | 50 |
|
|
2024
Q2 | $465K | Sell |
858
-40
| -4% | -$21.7K | 0.18% | 46 |
|
|
2024
Q1 | $466K | Buy |
898
+350
| +64% | +$182K | 0.18% | 46 |
|
|
2023
Q4 | $258K | Sell |
548
-255
| -32% | -$120K | 0.15% | 50 |
|
|
2023
Q3 | $350K | Buy |
+803
| New | +$350K | 0.16% | 46 |
|