SWS
SYSTM Wealth Solutions’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $155K | Sell |
299
-13,381
| -98% | -$6.96M | 4.72% | 3 |
|
|
2024
Q2 | $7.41M | Sell |
13,680
-4,053
| -23% | -$2.2M | 1.65% | 9 |
|
|
2024
Q1 | $9.2M | Buy |
17,733
+3,131
| +21% | +$1.62M | 1.16% | 10 |
|
|
2023
Q4 | $6.89M | Buy |
14,602
+1,113
| +8% | +$525K | 0.95% | 12 |
|
|
2023
Q3 | $5.87M | Buy |
13,489
+1,261
| +10% | +$549K | 0.9% | 17 |
|
|
2023
Q2 | $5.43M | Sell |
12,228
-585
| -5% | -$260K | 0.74% | 24 |
|
|
2023
Q1 | $5.89M | Sell |
12,813
-630
| -5% | -$290K | 0.91% | 21 |
|
|
2022
Q4 | $6.9M | Buy |
+13,443
| New | +$6.9M | 0.86% | 18 |
|