Summit Financial Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $4.65M | Sell |
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2019
Q1 | $5.3M | Sell |
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|
2018
Q4 | $4.85M | Sell |
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|
2018
Q3 | $4.98M | Sell |
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|
2018
Q2 | $4.13M | Hold |
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|
2018
Q1 | $4.13M | Buy |
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|
2017
Q4 | $4.18M | Buy |
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|
2017
Q3 | $3.47M | Buy |
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|
2017
Q2 | $3.41M | Buy |
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|
2017
Q1 | $2.38M | Buy |
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|
2016
Q4 | $1.78M | Sell |
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|
2016
Q3 | $1.66M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $19K | Hold |
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|
2015
Q2 | $22K | Hold |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $17K | Buy |
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