Live Oak Private Wealth’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,620
Closed -$595K 138
2020
Q1
$595K Buy
2,620
+554
+27% +$126K 0.61% 36
2019
Q4
$624K Buy
+2,066
New +$624K 0.61% 35