Strategic Equity Management’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 |
-442
| Closed | -$203K | – | 39 |
|
|
2023
Q1 | $203K | Hold |
442
| – | – | 0.07% | 42 |
|
|
2022
Q4 | $227K | Sell |
442
-73
| -14% | -$37.4K | 0.09% | 34 |
|
|
2022
Q3 | $234K | Hold |
515
| – | – | 0.1% | 35 |
|
|
2022
Q2 | $249K | Hold |
515
| – | – | 0.13% | 35 |
|
|
2022
Q1 | $253K | Hold |
515
| – | – | 0.09% | 37 |
|
|
2021
Q4 | $239K | Buy |
+515
| New | +$239K | 0.07% | 43 |
|