SWA
Sutton Wealth Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33.1K | Sell |
76
-16
| -17% | -$6.97K | 0.02% | 282 |
|
|
2023
Q2 | $40.9K | Hold |
92
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $42.3K | Sell |
92
-1,030
| -92% | -$474K | 0.02% | 215 |
|
|
2022
Q4 | $576K | Buy |
1,122
+14
| +1% | +$7.18K | 0.22% | 72 |
|
|
2022
Q3 | $503K | Sell |
1,108
-174
| -14% | -$79K | 0.21% | 79 |
|
|
2022
Q2 | $619K | Buy |
1,282
+3
| +0.2% | +$1.45K | 0.25% | 68 |
|
|
2022
Q1 | $628K | Buy |
1,279
+8
| +0.6% | +$3.93K | 0.22% | 75 |
|
|
2021
Q4 | $589K | Hold |
1,271
| – | – | 0.2% | 80 |
|
|
2021
Q3 | $474K | Buy |
1,271
+2
| +0.2% | +$746 | 0.17% | 89 |
|
|
2021
Q2 | $485K | Hold |
1,269
| – | – | 0.18% | 93 |
|
|
2021
Q1 | $456K | Hold |
1,269
| – | – | 0.18% | 89 |
|
|
2020
Q4 | $407K | Buy |
1,269
+4
| +0.3% | +$1.28K | 0.17% | 98 |
|
|
2020
Q3 | $340K | Buy |
1,265
+7
| +0.6% | +$1.88K | 0.16% | 100 |
|
|
2020
Q2 | $331K | Sell |
1,258
-2
| -0.2% | -$526 | 0.17% | 101 |
|
|
2020
Q1 | $286K | Buy |
1,260
+8
| +0.6% | +$1.82K | 0.18% | 94 |
|
|
2019
Q4 | $378K | Buy |
1,252
+8
| +0.6% | +$2.42K | 0.19% | 89 |
|
|
2019
Q3 | $299K | Hold |
1,244
| – | – | 0.17% | 103 |
|
|
2019
Q2 | $351K | Sell |
1,244
-4
| -0.3% | -$1.13K | 0.2% | 90 |
|
|
2019
Q1 | $358K | Buy |
1,248
+4
| +0.3% | +$1.15K | 0.21% | 87 |
|
|
2018
Q4 | $327K | Buy |
1,244
+170
| +16% | +$44.6K | 0.21% | 85 |
|
|
2018
Q3 | $294K | Hold |
1,074
| – | – | 0.19% | 94 |
|
|
2018
Q2 | $256K | Hold |
1,074
| – | – | 0.18% | 96 |
|
|
2018
Q1 | $236K | Hold |
1,074
| – | – | 0.17% | 105 |
|
|
2017
Q4 | $242K | Hold |
1,074
| – | – | 0.18% | 104 |
|
|
2017
Q3 | $204K | Hold |
1,074
| – | – | 0.16% | 115 |
|
|
2017
Q2 | $202K | Buy |
1,074
+12
| +1% | +$2.26K | 0.16% | 114 |
|
|
2017
Q1 | $176K | Buy |
1,062
+4
| +0.4% | +$662 | 0.15% | 115 |
|
|
2016
Q4 | $152K | Buy |
1,058
+3
| +0.3% | +$431 | 0.14% | 134 |
|
|
2016
Q3 | $132K | Hold |
1,055
| – | – | 0.12% | 143 |
|
|
2016
Q2 | $139K | Hold |
1,055
| – | – | 0.13% | 138 |
|
|
2016
Q1 | $147K | Buy |
+1,055
| New | +$147K | 0.14% | 128 |
|