Newport Wealth Strategies’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $399K | Hold |
1,070
| – | – | 0.24% | 67 |
|
|
2021
Q2 | $409K | Hold |
1,070
| – | – | 0.24% | 72 |
|
|
2021
Q1 | $384K | Sell |
1,070
-50
| -4% | -$17.9K | 0.24% | 70 |
|
|
2020
Q4 | $301K | Hold |
1,120
| – | – | 0.23% | 64 |
|
|
2020
Q3 | $303K | Hold |
1,120
| – | – | 0.23% | 63 |
|
|
2020
Q2 | $295K | Sell |
1,120
-30
| -3% | -$7.9K | 0.27% | 58 |
|
|
2020
Q1 | $290K | Buy |
+1,150
| New | +$290K | 0.27% | 59 |
|