Hefty Wealth Partners’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$48K Sell
2017
Q4
$981K Buy
2017
Q3
$814K Sell
2017
Q2
$821K Sell
2017
Q1
$1.09M Buy
2016
Q4
$30K Sell
2016
Q3
$1.05M Buy
2016
Q2
$27K Hold
2016
Q1
$29K Hold
2015
Q4
$29K Buy