CIS
Custom Index Systems’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-525
| Closed | -$228K | – | 254 |
|
|
2025
Q1 | $228K | Sell |
525
-76
| -13% | -$33.1K | 0.12% | 246 |
|
|
2024
Q4 | $222K | Sell |
601
-8
| -1% | -$2.95K | 0.12% | 222 |
|
|
2024
Q3 | $317K | Sell |
609
-719
| -54% | -$374K | 0.17% | 184 |
|
|
2024
Q2 | $720K | Buy |
1,328
+878
| +195% | +$476K | 0.41% | 51 |
|
|
2024
Q1 | $233K | Buy |
+450
| New | +$233K | 0.13% | 218 |
|