Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$2.08K | – | 178 |
|
|
2024
Q1 | $2.08K | Buy |
4
+1
| +33% | +$519 | ﹤0.01% | 326 |
|
|
2023
Q4 | $1.54K | Sell |
3
-1
| -25% | -$513 | ﹤0.01% | 271 |
|
|
2023
Q3 | $1.74K | Buy |
4
+1
| +33% | +$436 | ﹤0.01% | 317 |
|
|
2023
Q2 | $1.33K | Hold |
3
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $1.38K | Hold |
3
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $1.54K | Sell |
3
-155
| -98% | -$79.5K | ﹤0.01% | 271 |
|
|
2022
Q3 | $71.8K | Hold |
158
| – | – | 0.01% | 88 |
|
|
2022
Q2 | $76.2K | Buy |
+158
| New | +$76.2K | 0.01% | 95 |
|