LWA
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Lantern Wealth Advisors’s Elevance Health ELV Stock Holding History

Lantern Wealth Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$369K Hold
1,000
– – 0.24% 87
2024
Q3 		$520K Hold
1,000
– – 0.36% 72
2024
Q2 		$542K Hold
1,000
– – 0.39% 62
2024
Q1 		$519K Hold
1,000
– – 0.36% 71
2023
Q4 		$472K Buy
+1,000
New +$472K 0.37% 68