Brendel Financial Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-648
| Closed | -$313K | – | 63 |
|
|
2022
Q2 | $313K | Sell |
648
-160
| -20% | -$77.3K | 0.27% | 73 |
|
|
2022
Q1 | $397K | Buy |
+808
| New | +$397K | 0.22% | 79 |
|
|
2021
Q3 | – | Sell |
-562
| Closed | -$215K | – | 132 |
|
|
2021
Q2 | $215K | Buy |
+562
| New | +$215K | 0.12% | 106 |
|
|
2019
Q1 | – | Sell |
-4,377
| Closed | -$1.15M | – | 79 |
|
|
2018
Q4 | $1.15M | Buy |
+4,377
| New | +$1.15M | 1.32% | 34 |
|