Evolution Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-43
| Closed | -$16K | – | 301 |
|
|
2021
Q3 | $16K | Sell |
43
-55
| -56% | -$20.5K | ﹤0.01% | 343 |
|
|
2021
Q2 | $37K | Sell |
98
-6
| -6% | -$2.27K | 0.01% | 234 |
|
|
2021
Q1 | $37K | Hold |
104
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $33K | Sell |
104
-11
| -10% | -$3.49K | 0.01% | 213 |
|
|
2020
Q3 | $31K | Hold |
115
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $30K | Buy |
115
+1
| +0.9% | +$261 | 0.01% | 173 |
|
|
2020
Q1 | $26K | Sell |
114
-47
| -29% | -$10.7K | 0.01% | 138 |
|
|
2019
Q4 | $49K | Buy |
161
+146
| +973% | +$44.4K | 0.01% | 149 |
|
|
2019
Q3 | $4K | Sell |
15
-180
| -92% | -$48K | ﹤0.01% | 309 |
|
|
2019
Q2 | $55K | Buy |
+195
| New | +$55K | 0.02% | 79 |
|