Heron Bay Capital Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,435
Closed -$515K 75
2021
Q1
$515K Sell
1,435
-8,575
-86% -$3.08M 0.31% 55
2020
Q4
$3.21M Buy
+10,010
New +$3.21M 2.09% 13