Wealthstreet Investment Advisors’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 |
-3,827
| Closed | -$1.37M | – | 160 |
|
|
2021
Q1 | $1.37M | Hold |
3,827
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $1.23M | Sell |
3,827
-30
| -0.8% | -$9.63K | 0.12% | 147 |
|
|
2020
Q3 | $1.04M | Sell |
3,857
-10
| -0.3% | -$2.69K | 0.12% | 148 |
|
|
2020
Q2 | $1.02M | Hold |
3,867
| – | – | 0.12% | 144 |
|
|
2020
Q1 | $878K | Buy |
3,867
+92
| +2% | +$20.9K | 0.13% | 140 |
|
|
2019
Q4 | $1.14M | Sell |
3,775
-50
| -1% | -$15.1K | 0.13% | 141 |
|
|
2019
Q3 | $1.04M | Hold |
3,825
| – | – | 0.13% | 135 |
|
|
2019
Q2 | $1.08M | Hold |
3,825
| – | – | 0.14% | 139 |
|
|
2019
Q1 | $1.1M | Sell |
3,825
-10
| -0.3% | -$2.87K | 0.14% | 136 |
|
|
2018
Q4 | $1.04M | Sell |
3,835
-710
| -16% | -$192K | 0.15% | 135 |
|
|
2018
Q3 | $1.25M | Sell |
4,545
-20
| -0.4% | -$5.48K | 0.15% | 137 |
|
|
2018
Q2 | $1.09M | Sell |
4,565
-25
| -0.5% | -$5.95K | 0.14% | 143 |
|
|
2018
Q1 | $1.01M | Hold |
4,590
| – | – | 0.13% | 151 |
|
|
2017
Q4 | $1.03M | Buy |
+4,590
| New | +$1.03M | 0.13% | 153 |
|