SDAM
Shulman DeMeo Asset Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-474
| Closed | -$246K | – | 123 |
|
|
2024
Q3 | $246K | Buy |
474
+1
| +0.2% | +$519 | 0.06% | 113 |
|
|
2024
Q2 | $256K | Hold |
473
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $245K | Buy |
473
+1
| +0.2% | +$518 | 0.06% | 113 |
|
|
2023
Q4 | $223K | Hold |
472
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $205K | Buy |
472
+1
| +0.2% | +$435 | 0.07% | 114 |
|
|
2023
Q2 | $209K | Sell |
471
-16
| -3% | -$7.11K | 0.06% | 118 |
|
|
2023
Q1 | $224K | Buy |
487
+1
| +0.2% | +$460 | 0.07% | 117 |
|
|
2022
Q4 | $249K | Hold |
486
| – | – | 0.08% | 109 |
|
|
2022
Q3 | $221K | Sell |
486
-6
| -1% | -$2.73K | 0.08% | 112 |
|
|
2022
Q2 | $237K | Buy |
492
+1
| +0.2% | +$482 | 0.08% | 113 |
|
|
2022
Q1 | $241K | Hold |
491
| – | – | 0.07% | 127 |
|
|
2021
Q4 | $227K | Buy |
+491
| New | +$227K | 0.06% | 133 |
|