Lenox Wealth Advisors’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 | $6K | Sell |
11
-3
| -21% | -$1.64K | ﹤0.01% | 544 |
|
|
2021
Q4 | $6K | Buy |
14
+13
| +1,300% | +$5.57K | ﹤0.01% | 572 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 591 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 813 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 751 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 625 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 458 |
|
|
2016
Q2 | – | Sell |
-37
| Closed | -$5K | – | 219 |
|
|
2016
Q1 | $5K | Sell |
37
-55
| -60% | -$7.43K | ﹤0.01% | 189 |
|
|
2015
Q4 | $13K | Buy |
92
+37
| +67% | +$5.23K | ﹤0.01% | 169 |
|
|
2015
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 202 |
|
|
2015
Q2 | $9K | Hold |
55
| – | – | ﹤0.01% | 149 |
|
|
2015
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 178 |
|
|
2014
Q4 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 197 |
|