CWA
Constellation Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,326
| Closed | -$2.19M | – | 105 |
|
|
2015
Q2 | $2.19M | Buy |
13,326
+1,416
| +12% | +$232K | 0.19% | 84 |
|
|
2015
Q1 | $1.84M | Buy |
11,910
+3,221
| +37% | +$497K | 0.16% | 92 |
|
|
2014
Q4 | $1.09M | Buy |
8,689
+2,422
| +39% | +$304K | 0.09% | 103 |
|
|
2014
Q3 | $750K | Buy |
6,267
+4,241
| +209% | +$508K | 0.07% | 110 |
|
|
2014
Q2 | $218K | Buy |
+2,026
| New | +$218K | 0.02% | 181 |
|