MAM
McCarthy Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5
| Closed | -$2K | – | 113 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $2K | Sell |
5
-5
| -50% | -$2K | ﹤0.01% | 279 |
|
|
2021
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 211 |
|
|
2021
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 227 |
|