Mid Atlantic Financial Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $471K | Buy |
1,263
+136
| +12% | +$50.7K | 0.03% | 470 |
|
|
2021
Q2 | $430K | Buy |
1,127
+72
| +7% | +$27.5K | 0.03% | 525 |
|
|
2021
Q1 | $379K | Buy |
1,055
+128
| +14% | +$46K | 0.03% | 530 |
|
|
2020
Q4 | $298K | Buy |
927
+2
| +0.2% | +$643 | 0.02% | 577 |
|
|
2020
Q3 | $298K | Buy |
925
+97
| +12% | +$31.3K | 0.03% | 515 |
|
|
2020
Q2 | $218K | Buy |
+828
| New | +$218K | 0.02% | 602 |
|
|
2020
Q1 | – | Sell |
-829
| Closed | -$251K | – | 701 |
|
|
2019
Q4 | $251K | Sell |
829
-14
| -2% | -$4.24K | 0.02% | 576 |
|
|
2019
Q3 | $202K | Sell |
843
-192
| -19% | -$46K | 0.02% | 618 |
|
|
2019
Q2 | $292K | Buy |
+1,035
| New | +$292K | 0.03% | 529 |
|