LAS
LWM Advisory Services’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,077
| Closed | -$489K | – | 99 |
|
|
2022
Q3 | $489K | Buy |
1,077
+68
| +7% | +$30.9K | 0.55% | 54 |
|
|
2022
Q2 | $487K | Buy |
1,009
+83
| +9% | +$40.1K | 0.58% | 50 |
|
|
2022
Q1 | $455K | Buy |
926
+219
| +31% | +$108K | 0.57% | 51 |
|
|
2021
Q4 | $328K | Buy |
+707
| New | +$328K | 0.41% | 73 |
|