Sustainable Insight Capital 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 |
-531
| Closed | -$244K | – | 70 |
|
|
2023
Q1 | $244K | Sell |
531
-76
| -13% | -$34.9K | 0.25% | 71 |
|
|
2022
Q4 | $311K | Buy |
+607
| New | +$311K | 0.35% | 65 |
|
|
2022
Q1 | – | Sell |
-462
| Closed | -$214K | – | 124 |
|
|
2021
Q4 | $214K | Sell |
462
-102
| -18% | -$47.2K | 0.11% | 115 |
|
|
2021
Q3 | $210K | Buy |
564
+6
| +1% | +$2.23K | 0.13% | 108 |
|
|
2021
Q2 | $213K | Buy |
+558
| New | +$213K | 0.13% | 117 |
|
|
2021
Q1 | – | Sell |
-632
| Closed | -$203K | – | 121 |
|
|
2020
Q4 | $203K | Buy |
+632
| New | +$203K | 0.14% | 110 |
|