TIAM2
Tru Independence Asset Management 2’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,454
| Closed | -$1.7M | – | 77 |
|
|
2022
Q1 | $1.7M | Buy |
3,454
+240
| +7% | +$118K | 0.97% | 21 |
|
|
2021
Q4 | $1.49M | Buy |
3,214
+1,391
| +76% | +$645K | 0.79% | 27 |
|
|
2021
Q3 | $680K | Buy |
1,823
+155
| +9% | +$57.8K | 0.48% | 44 |
|
|
2021
Q2 | $637K | Buy |
1,668
+32
| +2% | +$12.2K | 0.43% | 51 |
|
|
2021
Q1 | $587K | Buy |
1,636
+163
| +11% | +$58.5K | 0.46% | 56 |
|
|
2020
Q4 | $473K | Buy |
+1,473
| New | +$473K | 0.4% | 60 |
|