RWB
RMR Wealth Builders’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-428
| Closed | -$154K | – | 326 |
|
|
2021
Q1 | $154K | Hold |
428
| – | – | 0.04% | 224 |
|
|
2020
Q4 | $137K | Buy |
+428
| New | +$137K | 0.07% | 183 |
|
|
2020
Q3 | – | Sell |
-759
| Closed | -$200K | – | 294 |
|
|
2020
Q2 | $200K | Buy |
+759
| New | +$200K | 0.18% | 113 |
|
|
2019
Q4 | $271K | Buy |
+898
| New | +$271K | 0.26% | 83 |
|