Schubert & Co’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24
| Closed | -$11K | – | 494 |
|
|
2023
Q1 | $11K | Sell |
24
-10
| -29% | -$4.6K | 0.01% | 205 |
|
|
2022
Q4 | $17.4K | Buy |
34
+5
| +17% | +$2.57K | 0.02% | 126 |
|
|
2022
Q3 | $13K | Sell |
29
-2
| -6% | -$897 | 0.01% | 153 |
|
|
2022
Q2 | $15K | Buy |
31
+16
| +107% | +$7.74K | 0.01% | 134 |
|
|
2022
Q1 | $7K | Buy |
15
+2
| +15% | +$933 | 0.01% | 134 |
|
|
2021
Q4 | $6K | Buy |
+13
| New | +$6K | 0.01% | 124 |
|