TA
Tiedemann Advisors’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,128
| Closed | -$1.15M | – | 375 |
|
|
2017
Q2 | $1.15M | Buy |
6,128
+2,277
| +59% | +$428K | 0.08% | 188 |
|
|
2017
Q1 | $637K | Buy |
+3,851
| New | +$637K | 0.05% | 236 |
|
|
2014
Q4 | – | Sell |
-3,071
| Closed | -$368K | – | 30 |
|
|
2014
Q3 | $368K | Buy |
3,071
+854
| +39% | +$102K | 0.75% | 31 |
|
|
2014
Q2 | $238K | Buy |
+2,217
| New | +$238K | 0.56% | 33 |
|