Carson Advisory’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 |
-408
| Closed | -$212K | – | 163 |
|
|
2024
Q3 | $212K | Hold |
408
| – | – | 0.13% | 163 |
|
|
2024
Q2 | $221K | Sell |
408
-315
| -44% | -$171K | 0.16% | 150 |
|
|
2024
Q1 | $375K | Hold |
723
| – | – | 0.26% | 99 |
|
|
2023
Q4 | $341K | Hold |
723
| – | – | 0.27% | 101 |
|
|
2023
Q3 | $315K | Hold |
723
| – | – | 0.28% | 100 |
|
|
2023
Q2 | $321K | Buy |
+723
| New | +$321K | 0.27% | 101 |
|