FormulaFolio Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 461 |
|
|
2021
Q1 | – | Sell |
-2,248
| Closed | -$722K | – | 430 |
|
|
2020
Q4 | $722K | Buy |
+2,248
| New | +$722K | 0.02% | 380 |
|
|
2020
Q3 | – | Sell |
-1,659
| Closed | -$436K | – | 323 |
|
|
2020
Q2 | $436K | Buy |
1,659
+671
| +68% | +$176K | 0.02% | 198 |
|
|
2020
Q1 | $224K | Sell |
988
-668
| -40% | -$151K | 0.01% | 256 |
|
|
2019
Q4 | $500K | Sell |
1,656
-2,456
| -60% | -$742K | 0.02% | 240 |
|
|
2019
Q3 | $987K | Buy |
4,112
+471
| +13% | +$113K | 0.04% | 155 |
|
|
2019
Q2 | $1.03M | Buy |
3,641
+2,196
| +152% | +$620K | 0.04% | 137 |
|
|
2019
Q1 | $415K | Buy |
+1,445
| New | +$415K | 0.02% | 220 |
|