Gideon Capital Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-958
| Closed | -$275K | – | 317 |
|
|
2019
Q1 | $275K | Buy |
+958
| New | +$275K | 0.1% | 293 |
|
|
2018
Q3 | – | Sell |
-911
| Closed | -$217K | – | 388 |
|
|
2018
Q2 | $217K | Buy |
+911
| New | +$217K | 0.11% | 330 |
|
|
2014
Q3 | – | Sell |
-7,128
| Closed | -$767K | – | 294 |
|
|
2014
Q2 | $767K | Buy |
7,128
+4,889
| +218% | +$526K | 0.28% | 113 |
|
|
2014
Q1 | $223K | Buy |
+2,239
| New | +$223K | 0.12% | 182 |
|