HCR Wealth 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
Q4
Sell
-1,210
Closed -$291K 248
2019
Q3
$291K Buy
1,210
+262
+28% +$63K 0.1% 124
2019
Q2
$268K Buy
+948
New +$268K 0.08% 135