JT Stratford LLC’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-443
| Closed | -$240K | – | 289 |
|
2024
Q2 | $240K | Buy |
+443
| New | +$240K | 0.04% | 243 |
|
2024
Q1 | – | Sell |
-2,124
| Closed | -$1M | – | 268 |
|
2023
Q4 | $1M | Sell |
2,124
-5
| -0.2% | -$2.36K | 0.23% | 112 |
|
2023
Q3 | $927K | Buy |
2,129
+988
| +87% | +$430K | 0.24% | 109 |
|
2023
Q2 | $507K | Buy |
1,141
+248
| +28% | +$110K | 0.14% | 164 |
|
2023
Q1 | $411K | Buy |
893
+153
| +21% | +$70.4K | 0.12% | 175 |
|
2022
Q4 | $380K | Buy |
+740
| New | +$380K | 0.12% | 162 |
|