Holistic Financial 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
Q2
Sell
-311
Closed -$68K 138
2018
Q1
$68K Sell
311
-18
-5% -$3.94K 0.06% 155
2017
Q4
$74K Buy
+329
New +$74K 0.06% 146