Monterey Private Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-373
| Closed | -$202K | – | 125 |
|
|
2024
Q2 | $202K | Buy |
+373
| New | +$202K | 0.08% | 117 |
|
|
2023
Q1 | – | Sell |
-397
| Closed | -$204K | – | 103 |
|
|
2022
Q4 | $204K | Sell |
397
-57
| -13% | -$29.2K | 0.11% | 95 |
|
|
2022
Q3 | $207K | Sell |
454
-103
| -18% | -$47K | 0.12% | 89 |
|
|
2022
Q2 | $269K | Sell |
557
-81
| -13% | -$39.1K | 0.15% | 78 |
|
|
2022
Q1 | $321K | Buy |
+638
| New | +$321K | 0.16% | 77 |
|