Lumbard & Kellner’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-3,200
Closed -$720K 82
2017
Q4
$720K Sell
3,200
-125
-4% -$28.1K 0.37% 44
2017
Q3
$631K Hold
3,325
0.34% 51
2017
Q2
$626K Sell
3,325
-1,844
-36% -$347K 0.36% 48
2017
Q1
$855K Buy
+5,169
New +$855K 0.51% 41