Strategic Wealth Investment Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-532
| Closed | -$285K | – | 134 |
|
|
2024
Q2 | $285K | Buy |
+532
| New | +$285K | 0.04% | 108 |
|
|
2023
Q4 | $259K | Buy |
549
+8
| +1% | +$3.77K | 0.04% | 112 |
|
|
2023
Q3 | $236K | Hold |
541
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $240K | Buy |
+541
| New | +$240K | 0.04% | 110 |
|
|
2022
Q4 | – | Sell |
-609
| Closed | -$277K | – | 127 |
|
|
2022
Q3 | $277K | Buy |
609
+93
| +18% | +$42.3K | 0.08% | 84 |
|
|
2022
Q2 | $249K | Sell |
516
-18
| -3% | -$8.69K | 0.06% | 117 |
|
|
2022
Q1 | $262K | Hold |
534
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $247K | Buy |
+534
| New | +$247K | 0.06% | 74 |
|
|
2021
Q3 | – | Sell |
-531
| Closed | -$203K | – | 90 |
|
|
2021
Q2 | $203K | Buy |
+531
| New | +$203K | 0.07% | 79 |
|