Kings Point Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $214K | Hold |
435
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $202K | Hold |
435
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $162K | Buy |
435
+100
| +30% | +$37.2K | 0.01% | 215 |
|
|
2021
Q2 | $128K | Hold |
335
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $120K | Buy |
+335
| New | +$120K | 0.01% | 229 |
|
|
2016
Q3 | – | Sell |
-92
| Closed | -$12K | – | 314 |
|
|
2016
Q2 | $12K | Hold |
92
| – | – | ﹤0.01% | 308 |
|
|
2016
Q1 | $13K | Hold |
92
| – | – | ﹤0.01% | 302 |
|
|
2015
Q4 | $13K | Buy |
+92
| New | +$13K | ﹤0.01% | 333 |
|