Wealthcare Capital Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-127
| Closed | -$46K | – | 249 |
|
|
2021
Q1 | $46K | Buy |
+127
| New | +$46K | ﹤0.01% | 142 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$23K | – | 106 |
|
|
2020
Q1 | $23K | Sell |
100
-21
| -17% | -$4.83K | ﹤0.01% | 126 |
|
|
2019
Q4 | $37K | Buy |
121
+21
| +21% | +$6.42K | ﹤0.01% | 124 |
|
|
2019
Q3 | $24K | Hold |
100
| – | – | ﹤0.01% | 125 |
|
|
2019
Q2 | $28K | Hold |
100
| – | – | ﹤0.01% | 110 |
|
|
2019
Q1 | $29K | Hold |
100
| – | – | ﹤0.01% | 117 |
|
|
2018
Q4 | $26K | Hold |
100
| – | – | ﹤0.01% | 115 |
|
|
2018
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 115 |
|
|
2018
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 113 |
|
|
2018
Q1 | $22K | Buy |
100
+55
| +122% | +$12.1K | ﹤0.01% | 114 |
|
|
2017
Q4 | $10K | Hold |
45
| – | – | ﹤0.01% | 139 |
|
|
2017
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 134 |
|
|
2017
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 128 |
|
|
2017
Q1 | $7K | Sell |
45
-15
| -25% | -$2.33K | ﹤0.01% | 135 |
|
|
2016
Q4 | $9K | Hold |
60
| – | – | ﹤0.01% | 127 |
|
|
2016
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 132 |
|
|
2016
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 129 |
|
|
2016
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 138 |
|
|
2015
Q4 | $8K | Sell |
60
-15
| -20% | -$2K | ﹤0.01% | 152 |
|
|
2015
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 153 |
|
|
2015
Q2 | $12K | Sell |
75
-74
| -50% | -$11.8K | ﹤0.01% | 188 |
|
|
2015
Q1 | $23K | Buy |
+149
| New | +$23K | ﹤0.01% | 377 |
|