Financial Engines Advisors’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 |
-503
| Closed | -$262K | – | 450 |
|
|
2024
Q3 | $262K | Buy |
503
+9
| +2% | +$4.68K | ﹤0.01% | 346 |
|
|
2024
Q2 | $268K | Buy |
494
+80
| +19% | +$43.3K | ﹤0.01% | 318 |
|
|
2024
Q1 | $214K | Buy |
+414
| New | +$214K | ﹤0.01% | 324 |
|
|
2023
Q1 | – | Sell |
-708
| Closed | -$363K | – | 294 |
|
|
2022
Q4 | $363K | Buy |
708
+122
| +21% | +$62.6K | ﹤0.01% | 233 |
|
|
2022
Q3 | $266K | Buy |
+586
| New | +$266K | ﹤0.01% | 252 |
|
|
2022
Q2 | – | Sell |
-692
| Closed | -$340K | – | 306 |
|
|
2022
Q1 | $340K | Buy |
692
+72
| +12% | +$35.4K | ﹤0.01% | 237 |
|
|
2021
Q4 | $288K | Buy |
+620
| New | +$288K | ﹤0.01% | 220 |
|