MAWCM
Mine & Arao Wealth Creation & Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$77.8K | – | 157 |
|
|
2024
Q1 | $77.8K | Hold |
150
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $70.7K | Hold |
150
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $65.3K | Hold |
150
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $66.6K | Sell |
150
-1
| -0.7% | -$444 | 0.04% | 126 |
|
|
2023
Q1 | $69.4K | Hold |
151
| – | – | 0.04% | 123 |
|
|
2022
Q4 | $77.4K | Hold |
151
| – | – | 0.06% | 112 |
|
|
2022
Q3 | $69K | Buy |
151
+1
| +0.7% | +$457 | 0.05% | 117 |
|
|
2022
Q2 | $73K | Hold |
150
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $74K | Hold |
150
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $70K | Hold |
150
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $56K | Hold |
150
| – | – | 0.03% | 138 |
|
|
2021
Q2 | $57K | Hold |
150
| – | – | 0.03% | 141 |
|
|
2021
Q1 | $54K | Hold |
150
| – | – | 0.04% | 135 |
|
|
2020
Q4 | $48K | Hold |
150
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $40K | Hold |
150
| – | – | 0.03% | 128 |
|
|
2020
Q2 | $39K | Hold |
150
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $34K | Hold |
150
| – | – | 0.04% | 123 |
|
|
2019
Q4 | $45K | Buy |
+150
| New | +$45K | 0.04% | 132 |
|