Triasima Portfolio Management’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
-3,520
Closed -$1.62M 142
2023
Q1
$1.62M Sell
3,520
-7,142
-67% -$3.28M 0.13% 89
2022
Q4
$5.47M Sell
10,662
-40
-0.4% -$20.5K 0.42% 43
2022
Q3
$4.86M Buy
10,702
+420
+4% +$191K 0.39% 44
2022
Q2
$4.96M Buy
10,282
+4,832
+89% +$2.33M 0.35% 44
2022
Q1
$2.68M Buy
+5,450
New +$2.68M 0.13% 80