Geneva Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,310
| Closed | -$2.44M | – | 78 |
|
|
2023
Q1 | $2.44M | Sell |
5,310
-4,484
| -46% | -$2.06M | 2.09% | 20 |
|
|
2022
Q4 | $5.02M | Sell |
9,794
-360
| -4% | -$185K | 4.74% | 5 |
|
|
2022
Q3 | $4.61M | Sell |
10,154
-508
| -5% | -$231K | 5.27% | 3 |
|
|
2022
Q2 | $5.15M | Sell |
10,662
-1,187
| -10% | -$573K | 5.06% | 3 |
|
|
2022
Q1 | $5.82M | Buy |
+11,849
| New | +$5.82M | 3.6% | 6 |
|