Hefty Wealth Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $48K | Sell |
217
-4,145
| -95% | -$917K | 0.03% | 142 |
|
|
2017
Q4 | $981K | Buy |
4,362
+76
| +2% | +$17.1K | 0.61% | 46 |
|
|
2017
Q3 | $814K | Sell |
4,286
-83
| -2% | -$15.8K | 0.54% | 55 |
|
|
2017
Q2 | $821K | Sell |
4,369
-2,216
| -34% | -$416K | 0.56% | 55 |
|
|
2017
Q1 | $1.09M | Buy |
6,585
+6,375
| +3,036% | +$1.05M | 0.79% | 48 |
|
|
2016
Q4 | $30K | Sell |
210
-8,139
| -97% | -$1.16M | 0.03% | 134 |
|
|
2016
Q3 | $1.05M | Buy |
8,349
+8,139
| +3,876% | +$1.02M | 0.79% | 42 |
|
|
2016
Q2 | $27K | Hold |
210
| – | – | 0.02% | 121 |
|
|
2016
Q1 | $29K | Hold |
210
| – | – | 0.03% | 123 |
|
|
2015
Q4 | $29K | Buy |
+210
| New | +$29K | 0.03% | 121 |
|