KWA
KCS Wealth Advisory’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.93M | Buy |
6,727
+248
| +4% | +$108K | 1.25% | 21 |
|
|
2023
Q2 | $2.88M | Buy |
6,479
+497
| +8% | +$221K | 1% | 30 |
|
|
2023
Q1 | $2.75M | Buy |
5,982
+652
| +12% | +$300K | 1.04% | 30 |
|
|
2022
Q4 | $2.73M | Buy |
5,330
+137
| +3% | +$70.3K | 1.14% | 25 |
|
|
2022
Q3 | $2.36M | Buy |
5,193
+513
| +11% | +$233K | 1.09% | 27 |
|
|
2022
Q2 | $2.26M | Buy |
4,680
+112
| +2% | +$54K | 1% | 31 |
|
|
2022
Q1 | $2.24M | Buy |
4,568
+164
| +4% | +$80.6K | 1.04% | 31 |
|
|
2021
Q4 | $2.04M | Buy |
4,404
+1,247
| +39% | +$578K | 0.82% | 36 |
|
|
2021
Q3 | $1.18M | Buy |
3,157
+98
| +3% | +$36.5K | 0.56% | 62 |
|
|
2021
Q2 | $1.17M | Buy |
3,059
+63
| +2% | +$24.1K | 0.55% | 64 |
|
|
2021
Q1 | $1.08M | Buy |
2,996
+247
| +9% | +$88.6K | 0.56% | 66 |
|
|
2020
Q4 | $883K | Buy |
2,749
+111
| +4% | +$35.7K | 0.58% | 67 |
|
|
2020
Q3 | $709K | Buy |
2,638
+89
| +3% | +$23.9K | 0.57% | 71 |
|
|
2020
Q2 | $670K | Buy |
2,549
+61
| +2% | +$16K | 0.55% | 71 |
|
|
2020
Q1 | $565K | Buy |
2,488
+293
| +13% | +$66.5K | 0.57% | 70 |
|
|
2019
Q4 | $663K | Buy |
2,195
+59
| +3% | +$17.8K | 0.5% | 87 |
|
|
2019
Q3 | $513K | Buy |
2,136
+119
| +6% | +$28.6K | 0.35% | 102 |
|
|
2019
Q2 | $569K | Buy |
2,017
+377
| +23% | +$106K | 0.45% | 92 |
|
|
2019
Q1 | $471K | Buy |
1,640
+295
| +22% | +$84.7K | 0.41% | 100 |
|
|
2018
Q4 | $353K | Buy |
1,345
+108
| +9% | +$28.3K | 0.37% | 109 |
|
|
2018
Q3 | $339K | Buy |
1,237
+133
| +12% | +$36.4K | 0.31% | 115 |
|
|
2018
Q2 | $263K | Buy |
1,104
+55
| +5% | +$13.1K | 0.25% | 133 |
|
|
2018
Q1 | $230K | Buy |
+1,049
| New | +$230K | 0.21% | 145 |
|