Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | -$2K | – | 652 |
|
|
2020
Q4 | $2K | Sell |
5
-25
| -83% | -$10K | ﹤0.01% | 571 |
|
|
2020
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 495 |
|
|
2020
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $7K | Buy |
30
+5
| +20% | +$1.17K | ﹤0.01% | 452 |
|
|
2019
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 399 |
|
|
2018
Q4 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 390 |
|