Liberty Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8
| Closed | -$4K | – | 434 |
|
|
2021
Q3 | $4K | Buy |
8
+4
| +100% | +$2K | ﹤0.01% | 972 |
|
|
2021
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 914 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 961 |
|
|
2020
Q4 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 857 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 798 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 777 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$27K | – | 922 |
|
|
2019
Q3 | $27K | Sell |
110
-9
| -8% | -$2.21K | 0.03% | 339 |
|
|
2019
Q2 | $34K | Sell |
119
-7
| -6% | -$2K | 0.03% | 312 |
|
|
2019
Q1 | $36K | Buy |
+126
| New | +$36K | 0.03% | 254 |
|