Tyler-Stone Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-88
| Closed | -$47.7K | – | 463 |
|
2024
Q2 | $47.7K | Hold |
88
| – | – | 0.02% | 367 |
|
2024
Q1 | $45.6K | Hold |
88
| – | – | 0.02% | 370 |
|
2023
Q4 | $41.5K | Hold |
88
| – | – | 0.02% | 379 |
|
2023
Q3 | $38K | Hold |
88
| – | – | 0.02% | 378 |
|
2023
Q2 | $39K | Buy |
+88
| New | +$39K | 0.02% | 373 |
|
2022
Q4 | $45K | Hold |
88
| – | – | 0.03% | 337 |
|
2022
Q3 | $40K | Hold |
88
| – | – | 0.03% | 331 |
|
2022
Q2 | $42K | Hold |
88
| – | – | 0.03% | 341 |
|
2022
Q1 | $43K | Hold |
88
| – | – | 0.02% | 351 |
|
2021
Q4 | $41K | Buy |
+88
| New | +$41K | 0.02% | 382 |
|