Integrated Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-140
| Closed | -$18K | – | 439 |
|
|
2016
Q3 | $18K | Hold |
140
| – | – | 0.01% | 626 |
|
|
2016
Q2 | $18K | Hold |
140
| – | – | 0.01% | 610 |
|
|
2016
Q1 | $19K | Sell |
140
-25
| -15% | -$3.39K | 0.01% | 562 |
|
|
2015
Q4 | $23K | Buy |
165
+6
| +4% | +$836 | 0.01% | 555 |
|
|
2015
Q3 | $22K | Sell |
159
-15
| -9% | -$2.08K | 0.01% | 548 |
|
|
2015
Q2 | $29K | Buy |
174
+15
| +9% | +$2.5K | 0.01% | 507 |
|
|
2015
Q1 | $24K | Buy |
+159
| New | +$24K | 0.01% | 518 |
|