WealthOne’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 | $457K | Sell |
1,050
-1
| -0.1% | -$435 | 0.18% | 46 |
|
2023
Q2 | $467K | Buy |
1,051
+8
| +0.8% | +$3.55K | 0.17% | 53 |
|
2023
Q1 | $480K | Buy |
1,043
+3
| +0.3% | +$1.38K | 0.19% | 53 |
|
2022
Q4 | $533K | Buy |
1,040
+3
| +0.3% | +$1.54K | 0.22% | 52 |
|
2022
Q3 | $471K | Buy |
1,037
+1
| +0.1% | +$454 | 0.2% | 57 |
|
2022
Q2 | $500K | Buy |
1,036
+5
| +0.5% | +$2.41K | 0.2% | 56 |
|
2022
Q1 | $507K | Buy |
1,031
+2
| +0.2% | +$984 | 0.18% | 63 |
|
2021
Q4 | $477K | Buy |
1,029
+3
| +0.3% | +$1.39K | 0.16% | 63 |
|
2021
Q3 | $382K | Hold |
1,026
| – | – | 0.14% | 78 |
|
2021
Q2 | $392K | Buy |
+1,026
| New | +$392K | 0.15% | 76 |
|
2019
Q1 | – | Sell |
-19
| Closed | -$5K | – | 208 |
|
2018
Q4 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 456 |
|