TrueWealth LLC’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $38K | Hold |
145
| – | – | 0.02% | 301 |
|
|
2020
Q1 | $33K | Sell |
145
-15
| -9% | -$3.41K | 0.02% | 297 |
|
|
2019
Q4 | $48K | Hold |
160
| – | – | 0.02% | 276 |
|
|
2019
Q3 | $38K | Hold |
160
| – | – | 0.02% | 292 |
|
|
2019
Q2 | $45K | Hold |
160
| – | – | 0.02% | 278 |
|
|
2019
Q1 | $46K | Hold |
160
| – | – | 0.02% | 267 |
|
|
2018
Q4 | $42K | Sell |
160
-5
| -3% | -$1.31K | 0.02% | 270 |
|
|
2018
Q3 | $45K | Hold |
165
| – | – | 0.02% | 281 |
|
|
2018
Q2 | $39K | Buy |
165
+60
| +57% | +$14.2K | 0.02% | 290 |
|
|
2018
Q1 | $23K | Sell |
105
-7
| -6% | -$1.53K | 0.01% | 342 |
|
|
2017
Q4 | $25K | Buy |
+112
| New | +$25K | 0.01% | 375 |
|