Disciplined Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16
| Closed | -$7.11K | – | 535 |
|
|
2023
Q2 | $7.11K | Sell |
16
-1
| -6% | -$444 | ﹤0.01% | 362 |
|
|
2023
Q1 | $7.82K | Sell |
17
-4
| -19% | -$1.84K | ﹤0.01% | 373 |
|
|
2022
Q4 | $10.8K | Buy |
21
+1
| +5% | +$513 | 0.01% | 316 |
|
|
2022
Q3 | $9K | Buy |
20
+1
| +5% | +$450 | ﹤0.01% | 365 |
|
|
2022
Q2 | $9K | Buy |
19
+2
| +12% | +$947 | ﹤0.01% | 383 |
|
|
2022
Q1 | $8K | Buy |
+17
| New | +$8K | ﹤0.01% | 394 |
|