Waterfront Wealth’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,361
| Closed | -$648K | – | 250 |
|
|
2023
Q2 | $648K | Buy |
1,361
+403
| +42% | +$192K | 0.19% | 148 |
|
|
2023
Q1 | $441K | Buy |
958
+105
| +12% | +$48.3K | 0.14% | 168 |
|
|
2022
Q4 | $420K | Sell |
853
-702
| -45% | -$346K | 0.14% | 173 |
|
|
2022
Q3 | $831K | Sell |
1,555
-31
| -2% | -$16.6K | 0.32% | 93 |
|
|
2022
Q2 | $765K | Buy |
1,586
+592
| +60% | +$286K | 0.31% | 92 |
|
|
2022
Q1 | $517K | Buy |
+994
| New | +$517K | 0.18% | 126 |
|