Capital Advisory Group Advisory Services’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23
| Closed | -$11K | – | 288 |
|
|
2022
Q1 | $11K | Buy |
+23
| New | +$11K | 0.01% | 359 |
|
|
2021
Q4 | – | Sell |
-23
| Closed | -$9K | – | 258 |
|
|
2021
Q3 | $9K | Hold |
23
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $9K | Hold |
23
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $8K | Hold |
23
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $7K | Hold |
23
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $5K | Buy |
+23
| New | +$5K | 0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-73
| Closed | -$18K | – | 263 |
|
|
2019
Q3 | $18K | Sell |
73
-79
| -52% | -$19.5K | 0.01% | 218 |
|
|
2019
Q2 | $42K | Buy |
152
+23
| +18% | +$6.36K | 0.03% | 164 |
|
|
2019
Q1 | $37K | Sell |
129
-229
| -64% | -$65.7K | 0.03% | 164 |
|
|
2018
Q4 | $96K | Sell |
358
-419
| -54% | -$112K | 0.07% | 106 |
|
|
2018
Q3 | $213K | Buy |
777
+727
| +1,454% | +$199K | 0.14% | 81 |
|
|
2018
Q2 | $12K | Buy |
+50
| New | +$12K | 0.01% | 228 |
|