Royal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-419
| Closed | -$218K | – | 89 |
|
|
2024
Q3 | $218K | Hold |
419
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $227K | Buy |
419
+1
| +0.2% | +$541 | 0.17% | 78 |
|
|
2024
Q1 | $217K | Buy |
+418
| New | +$217K | 0.17% | 89 |
|
|
2023
Q1 | – | Sell |
-417
| Closed | -$214K | – | 99 |
|
|
2022
Q4 | $214K | Buy |
+417
| New | +$214K | 0.23% | 89 |
|
|
2022
Q3 | – | Sell |
-416
| Closed | -$201K | – | 93 |
|
|
2022
Q2 | $201K | Hold |
416
| – | – | 0.22% | 90 |
|
|
2022
Q1 | $204K | Buy |
+416
| New | +$204K | 0.2% | 96 |
|