Horan Capital Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-180
| Closed | -$48K | – | 140 |
|
|
2020
Q3 | $48K | Buy |
+180
| New | +$48K | 0.03% | 175 |
|
|
2020
Q1 | – | Sell |
-180
| Closed | -$54K | – | 125 |
|
|
2019
Q4 | $54K | Hold |
180
| – | – | 0.03% | 143 |
|
|
2019
Q3 | $43K | Buy |
+180
| New | +$43K | 0.03% | 154 |
|
|
2019
Q2 | – | Sell |
-180
| Closed | -$52K | – | 123 |
|
|
2019
Q1 | $52K | Buy |
+180
| New | +$52K | 0.03% | 137 |
|
|
2017
Q4 | – | Sell |
-180
| Closed | -$34K | – | 134 |
|
|
2017
Q3 | $34K | Buy |
+180
| New | +$34K | 0.02% | 185 |
|