RFWA

RPg Family Wealth Advisory’s Elevance Health ELV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,940	Closed	-$2.73M	–	113
2023 Q1	$2.73M	Buy	5,940 +524	+10%	+$241K	1.5%	26
2022 Q4	$2.78M	Sell	5,416 -12	-0.2%	-$6.16K	1.9%	21
2022 Q3	$2.63M	Buy	+5,428	New	+$2.63M	1.39%	29