Cassia Capital Partners’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-613	Closed	-$282K	–	66
2023 Q1	$282K	Sell	613 -38	-6%	-$17.5K	0.23%	52
2022 Q4	$334K	Buy	+651	New	+$334K	0.27%	39
2021 Q4	–	Sell	-650	Closed	-$242K	–	93
2021 Q3	$242K	Buy	+650	New	+$242K	0.17%	91