Parisi Gray Wealth Management’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 | – | Sell |
-271
| Closed | -$103K | – | 259 |
|
2021
Q2 | $103K | Buy |
+271
| New | +$103K | 0.04% | 198 |
|
2019
Q2 | – | Sell |
-269
| Closed | -$77K | – | 212 |
|
2019
Q1 | $77K | Hold |
269
| – | – | 0.05% | 159 |
|
2018
Q4 | $70K | Hold |
269
| – | – | 0.05% | 156 |
|
2018
Q3 | $73K | Hold |
269
| – | – | 0.05% | 172 |
|
2018
Q2 | $65K | Hold |
269
| – | – | 0.04% | 193 |
|
2018
Q1 | $61K | Hold |
269
| – | – | 0.05% | 190 |
|
2017
Q4 | $61K | Buy |
+269
| New | +$61K | 0.05% | 191 |
|