Commonwealth Retirement Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-417
| Closed | -$217K | – | 101 |
|
|
2024
Q3 | $217K | Hold |
417
| – | – | 0.09% | 90 |
|
|
2024
Q2 | $226K | Hold |
417
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $216K | Buy |
+417
| New | +$216K | 0.1% | 76 |
|
|
2023
Q1 | – | Sell |
-422
| Closed | -$216K | – | 61 |
|
|
2022
Q4 | $216K | Buy |
+422
| New | +$216K | 0.13% | 64 |
|