Taylor Wealth Management Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.24M | Sell |
17,082
-1,207
| -7% | -$582K | 4.68% | 5 |
|
|
2022
Q1 | $8.98M | Sell |
18,289
-3,026
| -14% | -$1.49M | 3.64% | 6 |
|
|
2021
Q4 | $9.88M | Buy |
21,315
+387
| +2% | +$179K | 3.48% | 7 |
|
|
2021
Q3 | $7.8M | Buy |
20,928
+338
| +2% | +$126K | 2.78% | 10 |
|
|
2021
Q2 | $7.86M | Sell |
20,590
-283
| -1% | -$108K | 2.77% | 11 |
|
|
2021
Q1 | $7.49M | Buy |
+20,873
| New | +$7.49M | 2.73% | 11 |
|