TAIM
TD Ameritrade Investment Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38
| Closed | -$17K | – | 134 |
|
|
2023
Q2 | $17K | Sell |
38
-8
| -17% | -$3.58K | ﹤0.01% | 295 |
|
|
2023
Q1 | $21K | Sell |
46
-24
| -34% | -$11K | ﹤0.01% | 300 |
|
|
2022
Q4 | $36K | Buy |
+70
| New | +$36K | ﹤0.01% | 274 |
|
|
2022
Q3 | – | Sell |
-134
| Closed | -$65K | – | 602 |
|
|
2022
Q2 | $65K | Sell |
134
-135
| -50% | -$65.5K | ﹤0.01% | 280 |
|
|
2022
Q1 | $132K | Buy |
269
+5
| +2% | +$2.45K | ﹤0.01% | 269 |
|
|
2021
Q4 | $122K | Buy |
+264
| New | +$122K | ﹤0.01% | 278 |
|
|
2021
Q3 | – | Sell |
-202
| Closed | -$77K | – | 663 |
|
|
2021
Q2 | $77K | Buy |
+202
| New | +$77K | ﹤0.01% | 303 |
|
|
2020
Q3 | – | Sell |
-241
| Closed | -$63K | – | 640 |
|
|
2020
Q2 | $63K | Buy |
241
+32
| +15% | +$8.37K | ﹤0.01% | 289 |
|
|
2020
Q1 | $47K | Buy |
+209
| New | +$47K | ﹤0.01% | 299 |
|