Westover Capital Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,074
| Closed | -$708K | – | 94 |
|
|
2015
Q4 | $708K | Hold |
5,074
| – | – | 0.59% | 45 |
|
|
2015
Q3 | $710K | Hold |
5,074
| – | – | 0.61% | 48 |
|
|
2015
Q2 | $833K | Hold |
5,074
| – | – | 0.66% | 47 |
|
|
2015
Q1 | $783K | Sell |
5,074
-178
| -3% | -$27.5K | 0.63% | 51 |
|
|
2014
Q4 | $660K | Sell |
5,252
-48
| -0.9% | -$6.03K | 0.57% | 53 |
|
|
2014
Q3 | $634K | Sell |
5,300
-209
| -4% | -$25K | 0.52% | 59 |
|
|
2014
Q2 | $593K | Hold |
5,509
| – | – | 0.5% | 58 |
|
|
2014
Q1 | $548K | Hold |
5,509
| – | – | 0.51% | 56 |
|
|
2013
Q4 | $509K | Buy |
+5,509
| New | +$509K | 0.49% | 53 |
|