Stoneridge Investment Partners’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 |
-3,030
| Closed | -$1.39M | – | 112 |
|
|
2023
Q1 | $1.39M | Buy |
3,030
+2,158
| +247% | +$992K | 0.74% | 44 |
|
|
2022
Q4 | $447K | Buy |
+872
| New | +$447K | 0.25% | 73 |
|
|
2020
Q2 | – | Sell |
-8,514
| Closed | -$1.93M | – | 123 |
|
|
2020
Q1 | $1.93M | Buy |
8,514
+2,022
| +31% | +$459K | 0.87% | 41 |
|
|
2019
Q4 | $1.96M | Buy |
+6,492
| New | +$1.96M | 0.66% | 50 |
|