MWM
Midwest Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $319K | Hold |
650
| – | – | 0.19% | 86 |
|
|
2021
Q4 | $301K | Hold |
650
| – | – | 0.19% | 82 |
|
|
2021
Q3 | $242K | Sell |
650
-44
| -6% | -$16.4K | 0.17% | 91 |
|
|
2021
Q2 | $265K | Hold |
694
| – | – | 0.19% | 88 |
|
|
2021
Q1 | $249K | Sell |
694
-209
| -23% | -$75K | 0.2% | 87 |
|
|
2020
Q4 | $290K | Buy |
+903
| New | +$290K | 0.26% | 86 |
|