Western Pacific Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-142
| Closed | -$73.8K | – | 230 |
|
|
2024
Q3 | $73.8K | Hold |
142
| – | – | 0.05% | 145 |
|
|
2024
Q2 | $76.9K | Buy |
142
+21
| +17% | +$11.4K | 0.06% | 120 |
|
|
2024
Q1 | $62.7K | Buy |
+121
| New | +$62.7K | 0.05% | 131 |
|
|
2023
Q1 | – | Sell |
-114
| Closed | -$58.5K | – | 306 |
|
|
2022
Q4 | $58.5K | Buy |
114
+41
| +56% | +$21K | 0.05% | 120 |
|
|
2022
Q3 | $33K | Buy |
+73
| New | +$33K | 0.03% | 136 |
|