IIM
InTrack Investment Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-628
| Closed | -$327K | – | 112 |
|
|
2024
Q3 | $327K | Sell |
628
-225
| -26% | -$117K | 0.23% | 100 |
|
|
2024
Q2 | $462K | Sell |
853
-1,375
| -62% | -$745K | 0.33% | 90 |
|
|
2024
Q1 | $1.16M | Sell |
2,228
-400
| -15% | -$207K | 0.86% | 38 |
|
|
2023
Q4 | $1.24M | Buy |
2,628
+500
| +23% | +$236K | 0.93% | 31 |
|
|
2023
Q3 | $927K | Hold |
2,128
| – | – | 0.82% | 35 |
|
|
2023
Q2 | $945K | Sell |
2,128
-150
| -7% | -$66.6K | 0.77% | 40 |
|
|
2023
Q1 | $1.08M | Buy |
2,278
+1,613
| +243% | +$767K | 0.99% | 29 |
|
|
2022
Q4 | $341K | Buy |
+665
| New | +$341K | 0.34% | 82 |
|