Keener Financial Planning’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
-866
Closed -$469K 181
2024
Q2
$469K Hold
866
0.31% 25
2024
Q1
$450K Hold
866
0.31% 22
2023
Q4
$408K Buy
+866
New +$408K 0.32% 22