Western Financial Corp’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 | – | Sell |
-1,646
| Closed | -$731K | – | 110 |
|
|
2023
Q2 | $731K | Sell |
1,646
-52
| -3% | -$23.1K | 0.5% | 57 |
|
|
2023
Q1 | $781K | Buy |
1,698
+42
| +3% | +$19.3K | 0.56% | 41 |
|
|
2022
Q4 | $850K | Buy |
1,656
+44
| +3% | +$22.6K | 0.55% | 38 |
|
|
2022
Q3 | $732K | Buy |
1,612
+183
| +13% | +$83.1K | 0.51% | 38 |
|
|
2022
Q2 | $690K | Buy |
+1,429
| New | +$690K | 0.49% | 43 |
|