IWA
IBEX Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,221
| Closed | -$511K | – | 217 |
|
|
2024
Q3 | $511K | Buy |
20,221
+20,047
| +11,521% | +$507K | 0.14% | 68 |
|
|
2024
Q2 | $94.3K | Sell |
174
-3,278
| -95% | -$1.78M | 0.01% | 149 |
|
|
2024
Q1 | $1.77M | Buy |
+3,452
| New | +$1.77M | 0.48% | 62 |
|
|
2023
Q1 | $1.6M | Buy |
3,477
+25
| +0.7% | +$11.5K | 0.41% | 65 |
|
|
2022
Q4 | $1.77M | Buy |
+3,452
| New | +$1.77M | 0.4% | 75 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$7K | – | 255 |
|
|
2021
Q3 | $7K | Buy |
+18
| New | +$7K | ﹤0.01% | 373 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$8K | – | 159 |
|
|
2016
Q4 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 315 |
|