Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-925
| Closed | -$481K | – | 352 |
|
|
2024
Q3 | $481K | Buy |
925
+13
| +1% | +$6.76K | 0.13% | 132 |
|
|
2024
Q2 | $494K | Buy |
912
+30
| +3% | +$16.2K | 0.13% | 135 |
|
|
2024
Q1 | $457K | Buy |
882
+35
| +4% | +$18.1K | 0.13% | 149 |
|
|
2023
Q4 | $399K | Buy |
847
+70
| +9% | +$33K | 0.13% | 151 |
|
|
2023
Q3 | $338K | Buy |
777
+219
| +39% | +$95.4K | 0.12% | 155 |
|
|
2023
Q2 | $248K | Sell |
558
-107
| -16% | -$47.5K | 0.09% | 208 |
|
|
2023
Q1 | $306K | Buy |
665
+90
| +16% | +$41.4K | 0.13% | 171 |
|
|
2022
Q4 | $295K | Buy |
+575
| New | +$295K | 0.15% | 160 |
|