Wealthstreet Investment Advisors’s Elevance Health ELV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$9.21K	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%	+$25.1K	0.13%	140
2019 Q4	$1.14M	Sell	3,775 -50	-1%	-$13.8K	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%	-$2.89K	0.14%	136
2018 Q4	$1.03M	Sell	3,835 -710	-16%	-$195K	0.15%	135
2018 Q3	$1.25M	Sell	4,545 -20	-0.4%	-$5.19K	0.15%	137
2018 Q2	$1.09M	Sell	4,565 -25	-0.5%	-$5.79K	0.14%	143
2018 Q1	$1.01M	Hold	4,590	–	–	0.13%	151
2017 Q4	$1.03M	Buy	+4,590	New	+$978K	0.13%	153