BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$359K | – | 61 |
|
|
2021
Q1 | $359K | Sell |
1,000
-1,340
| -57% | -$481K | 0.12% | 41 |
|
|
2020
Q4 | $751K | Hold |
2,340
| – | – | 0.28% | 27 |
|
|
2020
Q3 | $629K | Hold |
2,340
| – | – | 0.27% | 29 |
|
|
2020
Q2 | $615K | Hold |
2,340
| – | – | 0.31% | 26 |
|
|
2020
Q1 | $531K | Hold |
2,340
| – | – | 0.3% | 27 |
|
|
2019
Q4 | $707K | Hold |
2,340
| – | – | 0.36% | 30 |
|
|
2019
Q3 | $562K | Hold |
2,340
| – | – | 0.31% | 33 |
|
|
2019
Q2 | $670K | Hold |
2,340
| – | – | 0.39% | 30 |
|
|
2019
Q1 | $672K | Sell |
2,340
-268
| -10% | -$77K | 0.4% | 30 |
|
|
2018
Q4 | $804K | Buy |
+2,608
| New | +$804K | 0.35% | 37 |
|