Heritage Wealth Management (Arizona)’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.5K | Buy |
36
+32
| +800% | +$16.4K | ﹤0.01% | 679 |
|
|
2022
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 869 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$5K | – | 1009 |
|
|
2022
Q1 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 794 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 769 |
|
|
2021
Q1 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 661 |
|