Chase Investment Counsel’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-10,089
Closed -$2.9M 101
2019
Q1
$2.9M Buy
10,089
+3,355
+50% +$963K 1.49% 29
2018
Q4
$1.77M Buy
+6,734
New +$1.77M 1.05% 34