TFO Wealth Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-486
| Closed | -$264K | – | 40 |
|
|
2024
Q2 | $264K | Buy |
+486
| New | +$264K | 0.05% | 42 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$372 | – | 863 |
|
|
2022
Q4 | $372 | Buy |
+12
| New | +$372 | ﹤0.01% | 526 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$10K | – | 243 |
|
|
2022
Q2 | $10K | Buy |
+20
| New | +$10K | ﹤0.01% | 124 |
|
|
2020
Q2 | – | Sell |
-532
| Closed | -$120K | – | 137 |
|
|
2020
Q1 | $120K | Hold |
532
| – | – | 0.05% | 40 |
|
|
2019
Q4 | $160K | Buy |
+532
| New | +$160K | 0.15% | 36 |
|