PVWM
Point View Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3M | Sell |
9,339
-1,138
| -11% | -$365K | 1.22% | 8 |
|
|
2020
Q3 | $2.81M | Sell |
10,477
-284
| -3% | -$76.3K | 1.33% | 6 |
|
|
2020
Q2 | $2.83M | Sell |
10,761
-57
| -0.5% | -$15K | 1.36% | 7 |
|
|
2020
Q1 | $2.46M | Sell |
10,818
-173
| -2% | -$39.3K | 1.35% | 9 |
|
|
2019
Q4 | $3.32M | Sell |
10,991
-23
| -0.2% | -$6.95K | 1.38% | 8 |
|
|
2019
Q3 | $2.64M | Sell |
11,014
-768
| -7% | -$184K | 1.2% | 11 |
|
|
2019
Q2 | $3.33M | Hold |
11,782
| – | – | 1.42% | 6 |
|
|
2019
Q1 | $3.38M | Sell |
11,782
-224
| -2% | -$64.3K | 1.5% | 5 |
|
|
2018
Q4 | $3.15M | Sell |
12,006
-104
| -0.9% | -$27.3K | 1.59% | 5 |
|
|
2018
Q3 | $3.32M | Sell |
12,110
-432
| -3% | -$118K | 1.48% | 4 |
|
|
2018
Q2 | $2.99M | Sell |
12,542
-290
| -2% | -$69K | 1.39% | 9 |
|
|
2018
Q1 | $2.82M | Sell |
12,832
-181
| -1% | -$39.8K | 1.35% | 10 |
|
|
2017
Q4 | $2.93M | Sell |
13,013
-629
| -5% | -$142K | 1.39% | 9 |
|
|
2017
Q3 | $2.59M | Sell |
13,642
-998
| -7% | -$190K | 1.24% | 10 |
|
|
2017
Q2 | $2.75M | Sell |
14,640
-148
| -1% | -$27.8K | 1.36% | 9 |
|
|
2017
Q1 | $2.45M | Buy |
14,788
+701
| +5% | +$116K | 1.26% | 11 |
|
|
2016
Q4 | $2.03M | Sell |
14,087
-667
| -5% | -$95.9K | 1.17% | 14 |
|
|
2016
Q3 | $1.85M | Hold |
14,754
| – | – | 1.1% | 17 |
|
|
2016
Q2 | $1.94M | Sell |
14,754
-22
| -0.1% | -$2.89K | 1.18% | 14 |
|
|
2016
Q1 | $2.05M | Sell |
14,776
-34
| -0.2% | -$4.73K | 1.32% | 10 |
|
|
2015
Q4 | $2.07M | Sell |
14,810
-90
| -0.6% | -$12.5K | 1.49% | 9 |
|
|
2015
Q3 | $2.09M | Sell |
14,900
-218
| -1% | -$30.5K | 1.67% | 6 |
|
|
2015
Q2 | $2.48M | Sell |
15,118
-894
| -6% | -$147K | 1.93% | 3 |
|
|
2015
Q1 | $2.47M | Sell |
16,012
-1,381
| -8% | -$213K | 1.91% | 2 |
|
|
2014
Q4 | $2.19M | Sell |
17,393
-246
| -1% | -$30.9K | 1.63% | 5 |
|
|
2014
Q3 | $2.11M | Sell |
17,639
-124
| -0.7% | -$14.8K | 1.79% | 3 |
|
|
2014
Q2 | $1.91M | Buy |
17,763
+35
| +0.2% | +$3.77K | 1.66% | 6 |
|
|
2014
Q1 | $1.77M | Buy |
17,728
+342
| +2% | +$34.1K | 1.61% | 9 |
|
|
2013
Q4 | $1.61M | Buy |
+17,386
| New | +$1.61M | 1.52% | 10 |
|