Triad Financial Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-439
| Closed | -$202K | – | 96 |
|
|
2023
Q1 | $202K | Sell |
439
-3
| -0.7% | -$1.38K | 0.09% | 98 |
|
|
2022
Q4 | $227K | Buy |
+442
| New | +$227K | 0.1% | 100 |
|
|
2022
Q3 | – | Sell |
-430
| Closed | -$208K | – | 103 |
|
|
2022
Q2 | $208K | Buy |
430
+8
| +2% | +$3.87K | 0.12% | 101 |
|
|
2022
Q1 | $207K | Buy |
+422
| New | +$207K | 0.11% | 105 |
|