First Personal Financial Services’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $520 | Buy |
+1
| New | +$520 | ﹤0.01% | 393 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$4K | – | 367 |
|
|
2019
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 319 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$11K | – | 744 |
|
|
2018
Q1 | $11K | Buy |
50
+6
| +14% | +$1.32K | ﹤0.01% | 761 |
|
|
2017
Q4 | $10K | Hold |
44
| – | – | ﹤0.01% | 777 |
|
|
2017
Q3 | $8K | Sell |
44
-80
| -65% | -$14.5K | ﹤0.01% | 736 |
|
|
2017
Q2 | $23K | Hold |
124
| – | – | 0.01% | 555 |
|
|
2017
Q1 | $21K | Buy |
124
+44
| +55% | +$7.45K | 0.01% | 557 |
|
|
2016
Q4 | $12K | Hold |
80
| – | – | ﹤0.01% | 666 |
|
|
2016
Q3 | $10K | Sell |
80
-140
| -64% | -$17.5K | ﹤0.01% | 586 |
|
|
2016
Q2 | $29K | Buy |
220
+136
| +162% | +$17.9K | 0.01% | 358 |
|
|
2016
Q1 | $12K | Hold |
84
| – | – | 0.01% | 255 |
|
|
2015
Q4 | $12K | Sell |
84
-51
| -38% | -$7.29K | 0.01% | 280 |
|
|
2015
Q3 | $19K | Hold |
135
| – | – | 0.01% | 240 |
|
|
2015
Q2 | $23K | Hold |
135
| – | – | 0.01% | 219 |
|
|
2015
Q1 | $21K | Hold |
135
| – | – | 0.01% | 222 |
|
|
2014
Q4 | $16K | Buy |
+135
| New | +$16K | 0.01% | 224 |
|