LWM
LBA Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 354 |
|
|
2016
Q3 | $5K | Sell |
40
-50
| -56% | -$6.25K | ﹤0.01% | 369 |
|
|
2016
Q2 | $12K | Hold |
90
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $13K | Sell |
90
-130
| -59% | -$18.8K | 0.01% | 280 |
|
|
2015
Q4 | $31K | Hold |
220
| – | – | 0.02% | 231 |
|
|
2015
Q3 | $31K | Hold |
220
| – | – | 0.02% | 202 |
|
|
2015
Q2 | $36K | Buy |
+220
| New | +$36K | 0.02% | 182 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$12K | – | 324 |
|
|
2014
Q3 | $12K | Buy |
+100
| New | +$12K | 0.01% | 268 |
|