GoalVest Advisory’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$2.18K | – | 410 |
|
|
2023
Q3 | $2.18K | Buy |
+5
| New | +$2.18K | ﹤0.01% | 418 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$11.8K | – | 271 |
|
|
2022
Q4 | $11.8K | Hold |
23
| – | – | 0.01% | 180 |
|
|
2022
Q3 | $10K | Sell |
23
-633
| -96% | -$275K | 0.01% | 187 |
|
|
2022
Q2 | $313K | Sell |
656
-1
| -0.2% | -$477 | 0.2% | 105 |
|
|
2022
Q1 | $323K | Buy |
+657
| New | +$323K | 0.18% | 100 |
|