CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-499
| Closed | -$256K | – | 75 |
|
|
2022
Q4 | $256K | Sell |
499
-29
| -5% | -$14.9K | 0.14% | 77 |
|
|
2022
Q3 | $240K | Sell |
528
-15
| -3% | -$6.82K | 0.15% | 74 |
|
|
2022
Q2 | $262K | Buy |
543
+11
| +2% | +$5.31K | 0.15% | 77 |
|
|
2022
Q1 | $261K | Sell |
532
-6
| -1% | -$2.94K | 0.13% | 97 |
|
|
2021
Q4 | $249K | Hold |
538
| – | – | 0.13% | 74 |
|
|
2021
Q3 | $201K | Hold |
538
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $205K | Buy |
+538
| New | +$205K | 0.16% | 80 |
|