OAM
Optimal Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,561,233
| Closed | -$409K | – | 353 |
|
|
2021
Q1 | $409K | Sell |
2,561,233
-1,600
| -0.1% | -$256 | 0.05% | 313 |
|
|
2020
Q4 | $877K | Sell |
2,562,833
-2,218,006
| -46% | -$759K | 0.12% | 255 |
|
|
2020
Q3 | $667K | Buy |
4,780,839
+4,777,427
| +140,018% | +$667K | 0.1% | 299 |
|
|
2020
Q2 | $897K | Sell |
3,412
-5,800
| -63% | -$1.52M | 0.15% | 229 |
|
|
2020
Q1 | $2.09K | Buy |
9,212
+4,063
| +79% | +$922 | 0.2% | 180 |
|
|
2019
Q4 | $1.56M | Buy |
+5,149
| New | +$1.56M | 0.24% | 166 |
|