Mitsubishi UFJ Morgan Stanley Securities’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40
| Closed | -$21K | – | 78 |
|
|
2022
Q4 | $21K | Sell |
40
-40
| -50% | -$21K | 0.18% | 72 |
|
|
2022
Q3 | $36K | Hold |
80
| – | – | 0.48% | 36 |
|
|
2022
Q2 | $39K | Hold |
80
| – | – | 0.05% | 35 |
|
|
2022
Q1 | $39K | Buy |
80
+40
| +100% | +$19.5K | 0.03% | 37 |
|
|
2021
Q4 | $19K | Buy |
+40
| New | +$19K | 0.01% | 128 |
|
|
2014
Q4 | $20K | Hold |
160
| – | – | 0.04% | 137 |
|
|
2014
Q3 | $19K | Buy |
160
+150
| +1,500% | +$17.8K | 0.05% | 138 |
|
|
2014
Q2 | $1K | Sell |
10
-180
| -95% | -$18K | ﹤0.01% | 231 |
|
|
2014
Q1 | $19K | Sell |
190
-190
| -50% | -$19K | 0.05% | 127 |
|
|
2013
Q4 | $35K | Buy |
+380
| New | +$35K | 0.06% | 103 |
|