DWMG
DB Wealth Management Group’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $143K | Sell |
303
-24
| -7% | -$11.3K | 0.08% | 103 |
|
|
2023
Q3 | $142K | Hold |
327
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $145K | Hold |
327
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $150K | Hold |
327
| – | – | 0.09% | 89 |
|
|
2022
Q4 | $168K | Sell |
327
-38
| -10% | -$19.5K | 0.11% | 84 |
|
|
2022
Q3 | $166K | Hold |
365
| – | – | 0.12% | 86 |
|
|
2022
Q2 | $176K | Hold |
365
| – | – | 0.12% | 85 |
|
|
2022
Q1 | $179K | Sell |
365
-63
| -15% | -$30.9K | 0.11% | 92 |
|
|
2021
Q4 | $198K | Sell |
428
-75
| -15% | -$34.7K | 0.12% | 86 |
|
|
2021
Q3 | $188K | Hold |
503
| – | – | 0.12% | 87 |
|
|
2021
Q2 | $192K | Hold |
503
| – | – | 0.12% | 89 |
|
|
2021
Q1 | $181K | Hold |
503
| – | – | 0.12% | 91 |
|
|
2020
Q4 | $162K | Buy |
+503
| New | +$162K | 0.12% | 94 |
|