Regal Investment 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 |
-415
| Closed | -$213K | – | 523 |
|
|
2022
Q4 | $213K | Buy |
+415
| New | +$213K | 0.02% | 438 |
|
|
2022
Q2 | – | Sell |
-481
| Closed | -$236K | – | 509 |
|
|
2022
Q1 | $236K | Buy |
+481
| New | +$236K | 0.02% | 464 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$2K | – | 441 |
|
|
2015
Q3 | $2K | Buy |
20
+5
| +33% | +$500 | ﹤0.01% | 929 |
|
|
2015
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 839 |
|
|
2013
Q3 | – | Sell |
-15
| Closed | -$1K | – | 893 |
|
|
2013
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 840 |
|