SWRP
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Summit Wealth & Retirement Planning’s Elevance Health ELV Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,825
Closed -$524K – 134
2019
Q1 		$524K Buy
+1,825
New +$524K 0.31% 76