Mosaic Family Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$57K | – | 294 |
|
|
2019
Q1 | $57K | Hold |
200
| – | – | 0.02% | 299 |
|
|
2018
Q4 | $53K | Hold |
200
| – | – | 0.02% | 303 |
|
|
2018
Q3 | $56K | Buy |
+200
| New | +$56K | 0.02% | 305 |
|
|
2017
Q4 | – | Sell |
-32
| Closed | -$6K | – | 739 |
|
|
2017
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 536 |
|
|
2017
Q1 | $5K | Sell |
32
-5
| -14% | -$781 | ﹤0.01% | 556 |
|
|
2016
Q4 | $5K | Sell |
37
-41
| -53% | -$5.54K | ﹤0.01% | 549 |
|
|
2016
Q3 | $10K | Buy |
78
+6
| +8% | +$769 | ﹤0.01% | 508 |
|
|
2016
Q2 | $10K | Buy |
72
+6
| +9% | +$833 | ﹤0.01% | 528 |
|
|
2016
Q1 | $9K | Sell |
66
-306
| -82% | -$41.7K | ﹤0.01% | 532 |
|
|
2015
Q4 | $51K | Buy |
+372
| New | +$51K | 0.02% | 319 |
|