One Wealth Advisors’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 |
-70
| Closed | -$35.9K | – | 317 |
|
|
2022
Q4 | $35.9K | Buy |
+70
| New | +$35.9K | 0.01% | 458 |
|
|
2019
Q2 | – | Sell |
-787
| Closed | -$226K | – | 223 |
|
|
2019
Q1 | $226K | Buy |
787
+23
| +3% | +$6.61K | 0.18% | 94 |
|
|
2018
Q4 | $201K | Sell |
764
-205
| -21% | -$53.9K | 0.2% | 93 |
|
|
2018
Q3 | $266K | Sell |
969
-69
| -7% | -$18.9K | 0.2% | 98 |
|
|
2018
Q2 | $247K | Sell |
1,038
-102
| -9% | -$24.3K | 0.2% | 105 |
|
|
2018
Q1 | $250K | Sell |
1,140
-15
| -1% | -$3.29K | 0.22% | 91 |
|
|
2017
Q4 | $260K | Buy |
+1,155
| New | +$260K | 0.21% | 80 |
|