DG
Davidson & Garrard’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $515K | Hold |
2,711
| – | – | 0.12% | 127 |
|
|
2017
Q2 | $510K | Sell |
2,711
-300
| -10% | -$56.4K | 0.12% | 132 |
|
|
2017
Q1 | $498K | Hold |
3,011
| – | – | 0.12% | 129 |
|
|
2016
Q4 | $433K | Sell |
3,011
-313
| -9% | -$45K | 0.11% | 130 |
|
|
2016
Q3 | $417K | Hold |
3,324
| – | – | 0.1% | 133 |
|
|
2016
Q2 | $437K | Buy |
3,324
+638
| +24% | +$83.9K | 0.11% | 140 |
|
|
2016
Q1 | $373K | Buy |
2,686
+961
| +56% | +$133K | 0.1% | 134 |
|
|
2015
Q4 | $241K | Hold |
1,725
| – | – | 0.06% | 165 |
|
|
2015
Q3 | $242K | Buy |
1,725
+100
| +6% | +$14K | 0.06% | 161 |
|
|
2015
Q2 | $267K | Hold |
1,625
| – | – | 0.06% | 167 |
|
|
2015
Q1 | $251K | Hold |
1,625
| – | – | 0.06% | 165 |
|
|
2014
Q4 | $204K | Buy |
+1,625
| New | +$204K | 0.05% | 174 |
|