Curi Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-170
| Closed | -$82K | – | 344 |
|
|
2022
Q2 | $82K | Buy |
170
+163
| +2,329% | +$78.6K | 0.02% | 188 |
|
|
2022
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 395 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$18K | – | 218 |
|
|
2020
Q4 | $18K | Buy |
+57
| New | +$18K | 0.01% | 208 |
|