MWAC
Mariner Wealth Advisors (Cincinnati)’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $279K | Hold |
1,019
| – | – | 0.02% | 253 |
|
|
2018
Q2 | $243K | Buy |
1,019
+1
| +0.1% | +$238 | 0.01% | 271 |
|
|
2018
Q1 | $224K | Hold |
1,018
| – | – | 0.01% | 262 |
|
|
2017
Q4 | $229K | Sell |
1,018
-129
| -11% | -$29K | 0.01% | 254 |
|
|
2017
Q3 | $218K | Hold |
1,147
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $216K | Buy |
+1,147
| New | +$216K | 0.02% | 239 |
|