Wealthspire Advisors (Maryland)’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $655K | Buy |
2,438
+454
| +23% | +$122K | 0.02% | 227 |
|
|
2020
Q2 | $522K | Sell |
1,984
-114
| -5% | -$30K | 0.04% | 250 |
|
|
2020
Q1 | $476K | Sell |
2,098
-9
| -0.4% | -$2.04K | 0.04% | 237 |
|
|
2019
Q4 | $636K | Buy |
2,107
+61
| +3% | +$18.4K | 0.04% | 233 |
|
|
2019
Q3 | $491K | Sell |
2,046
-5
| -0.2% | -$1.2K | 0.04% | 264 |
|
|
2019
Q2 | $579K | Buy |
2,051
+12
| +0.6% | +$3.39K | 0.04% | 231 |
|
|
2019
Q1 | $585K | Buy |
2,039
+1
| +0% | +$287 | 0.04% | 227 |
|
|
2018
Q4 | $535K | Sell |
2,038
-8
| -0.4% | -$2.1K | 0.05% | 209 |
|
|
2018
Q3 | $561K | Sell |
2,046
-15
| -0.7% | -$4.11K | 0.05% | 228 |
|
|
2018
Q2 | $491K | Buy |
2,061
+146
| +8% | +$34.8K | 0.04% | 241 |
|
|
2018
Q1 | $421K | Sell |
1,915
-154
| -7% | -$33.9K | 0.04% | 282 |
|
|
2017
Q4 | $466K | Buy |
2,069
+382
| +23% | +$86K | 0.05% | 267 |
|
|
2017
Q3 | $320K | Sell |
1,687
-69
| -4% | -$13.1K | 0.03% | 345 |
|
|
2017
Q2 | $330K | Sell |
1,756
-1,253
| -42% | -$235K | 0.04% | 324 |
|
|
2017
Q1 | $498K | Sell |
3,009
-169
| -5% | -$28K | 0.07% | 185 |
|
|
2016
Q4 | $457K | Sell |
3,178
-23
| -0.7% | -$3.31K | 0.07% | 188 |
|
|
2016
Q3 | $401K | Sell |
3,201
-128
| -4% | -$16K | 0.06% | 209 |
|
|
2016
Q2 | $437K | Sell |
3,329
-479
| -13% | -$62.9K | 0.07% | 185 |
|
|
2016
Q1 | $529K | Sell |
3,808
-165
| -4% | -$22.9K | 0.09% | 147 |
|
|
2015
Q4 | $554K | Buy |
+3,973
| New | +$554K | 0.1% | 140 |
|