CPA
Clear Perspective Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-263
| Closed | -$63K | – | 223 |
|
|
2018
Q2 | $63K | Hold |
263
| – | – | 0.04% | 229 |
|
|
2018
Q1 | $58K | Sell |
263
-55
| -17% | -$12.1K | 0.04% | 228 |
|
|
2017
Q4 | $72K | Hold |
318
| – | – | 0.06% | 214 |
|
|
2017
Q3 | $60K | Hold |
318
| – | – | 0.05% | 219 |
|
|
2017
Q2 | $60K | Hold |
318
| – | – | 0.05% | 205 |
|
|
2017
Q1 | $53K | Sell |
318
-56
| -15% | -$9.33K | 0.04% | 208 |
|
|
2016
Q4 | $54K | Buy |
+374
| New | +$54K | 0.04% | 197 |
|