Icon Wealth Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-226
| Closed | -$104K | – | 418 |
|
|
2023
Q1 | $104K | Buy |
+226
| New | +$104K | 0.01% | 404 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$17K | – | 333 |
|
|
2019
Q1 | $17K | Buy |
+60
| New | +$17K | 0.01% | 589 |
|
|
2018
Q3 | – | Sell |
-139
| Closed | -$33K | – | 392 |
|
|
2018
Q2 | $33K | Buy |
+139
| New | +$33K | 0.01% | 474 |
|
|
2018
Q1 | – | Sell |
-561
| Closed | -$126K | – | 391 |
|
|
2017
Q4 | $126K | Buy |
+561
| New | +$126K | 0.06% | 239 |
|