First National Bank of Mount Dora’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$288K | – | 78 |
|
|
2016
Q4 | $288K | Sell |
2,000
-6,000
| -75% | -$864K | 0.17% | 73 |
|
|
2016
Q3 | $1M | Hold |
8,000
| – | – | 0.56% | 59 |
|
|
2016
Q2 | $1.05M | Hold |
8,000
| – | – | 0.6% | 57 |
|
|
2016
Q1 | $1.11M | Hold |
8,000
| – | – | 0.66% | 56 |
|
|
2015
Q4 | $1.12M | Hold |
8,000
| – | – | 0.66% | 55 |
|
|
2015
Q3 | $1.12M | Hold |
8,000
| – | – | 0.69% | 54 |
|
|
2015
Q2 | $1.31M | Hold |
8,000
| – | – | 0.73% | 50 |
|
|
2015
Q1 | $1.24M | Hold |
8,000
| – | – | 0.67% | 52 |
|
|
2014
Q4 | $1.01M | Hold |
8,000
| – | – | 0.56% | 60 |
|
|
2014
Q3 | $957K | Hold |
8,000
| – | – | 0.56% | 60 |
|
|
2014
Q2 | $861K | Hold |
8,000
| – | – | 0.5% | 62 |
|
|
2014
Q1 | $796K | Hold |
8,000
| – | – | 0.49% | 65 |
|
|
2013
Q4 | $739K | Hold |
8,000
| – | – | 0.48% | 63 |
|
|
2013
Q3 | $669K | Hold |
8,000
| – | – | 0.49% | 62 |
|
|
2013
Q2 | $655K | Buy |
+8,000
| New | +$655K | 0.49% | 61 |
|