Lourd Capital’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,019
| Closed | -$268K | – | 177 |
|
|
2018
Q4 | $268K | Buy |
1,019
+54
| +6% | +$14.2K | 0.02% | 215 |
|
|
2018
Q3 | $264K | Buy |
+965
| New | +$264K | 0.02% | 246 |
|
|
2018
Q1 | – | Sell |
-939
| Closed | -$211K | – | 179 |
|
|
2017
Q4 | $211K | Buy |
+939
| New | +$211K | 0.01% | 330 |
|