BWM
BNC Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,603
| Closed | -$1.85M | – | 111 |
|
|
2022
Q4 | $1.85M | Buy |
3,603
+31
| +0.9% | +$15.9K | 1.09% | 32 |
|
|
2022
Q3 | $1.62M | Sell |
3,572
-82
| -2% | -$37.3K | 0.98% | 36 |
|
|
2022
Q2 | $1.76M | Sell |
3,654
-262
| -7% | -$126K | 0.92% | 35 |
|
|
2022
Q1 | $1.92M | Buy |
+3,916
| New | +$1.92M | 0.95% | 32 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$6K | – | 213 |
|
|
2020
Q3 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 351 |
|