Omnia 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 |
-12
| Closed | -$3K | – | 224 |
|
|
2019
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 329 |
|
|
2018
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 363 |
|
|
2018
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 356 |
|
|
2017
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 364 |
|
|
2017
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 446 |
|
|
2017
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 583 |
|
|
2017
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 575 |
|
|
2016
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 581 |
|