CWA
Clarus Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-467
| Closed | -$220K | – | 133 |
|
|
2022
Q4 | $220K | Buy |
+467
| New | +$220K | 0.14% | 113 |
|
|
2022
Q2 | – | Sell |
-421
| Closed | -$215K | – | 105 |
|
|
2022
Q1 | $215K | Buy |
+421
| New | +$215K | 0.13% | 97 |
|
|
2018
Q3 | – | Sell |
-1,147
| Closed | -$252K | – | 725 |
|
|
2018
Q2 | $252K | Hold |
1,147
| – | – | 0.19% | 74 |
|
|
2018
Q1 | $252K | Buy |
+1,147
| New | +$252K | 0.23% | 74 |
|