Westside Investment Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-77
| Closed | -$21.3K | – | 733 |
|
2018
Q3 | $21.3K | Hold |
77
| – | – | 0.01% | 350 |
|
2018
Q2 | $18.3K | Sell |
77
-5
| -6% | -$1.19K | 0.01% | 425 |
|
2018
Q1 | $18K | Sell |
82
-1
| -1% | -$220 | 0.01% | 405 |
|
2017
Q4 | $19.2K | Sell |
83
-9
| -10% | -$2.09K | 0.01% | 414 |
|
2017
Q3 | $17.5K | Sell |
92
-3
| -3% | -$572 | 0.01% | 413 |
|
2017
Q2 | $18.3K | Sell |
95
-700
| -88% | -$134K | 0.01% | 401 |
|
2017
Q1 | $131K | Buy |
795
+200
| +34% | +$33K | 0.06% | 163 |
|
2016
Q4 | $86.8K | Buy |
+595
| New | +$86.8K | 0.06% | 151 |
|