Tiedemann Trust’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-72,738
| Closed | -$8.73M | – | 67 |
|
|
2014
Q3 | $8.73M | Buy |
72,738
+8,888
| +14% | +$1.07M | 0.78% | 31 |
|
|
2014
Q2 | $6.87M | Buy |
63,850
+14,125
| +28% | +$1.52M | 0.66% | 35 |
|
|
2014
Q1 | $4.95K | Buy |
49,725
+24,160
| +95% | +$2.41K | 0.54% | 40 |
|
|
2013
Q4 | $2.36M | Buy |
+25,565
| New | +$2.36M | 0.36% | 38 |
|