WFG Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $49K | Buy |
262
+19
| +8% | +$3.55K | 0.01% | 704 |
|
|
2017
Q1 | $40K | Sell |
243
-28
| -10% | -$4.61K | 0.01% | 719 |
|
|
2016
Q4 | $39K | Buy |
271
+195
| +257% | +$28.1K | 0.01% | 768 |
|
|
2016
Q3 | $10K | Sell |
76
-23
| -23% | -$3.03K | ﹤0.01% | 1117 |
|
|
2016
Q2 | $13K | Hold |
99
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q1 | $14K | Sell |
99
-9
| -8% | -$1.27K | ﹤0.01% | 957 |
|
|
2015
Q4 | $15K | Buy |
108
+4
| +4% | +$556 | ﹤0.01% | 967 |
|
|
2015
Q3 | $15K | Sell |
104
-395
| -79% | -$57K | ﹤0.01% | 975 |
|
|
2015
Q2 | $82K | Buy |
499
+1
| +0.2% | +$164 | 0.02% | 589 |
|
|
2015
Q1 | $77K | Buy |
498
+126
| +34% | +$19.5K | 0.02% | 608 |
|
|
2014
Q4 | $47K | Buy |
372
+105
| +39% | +$13.3K | 0.01% | 904 |
|
|
2014
Q3 | $32K | Buy |
267
+1
| +0.4% | +$120 | 0.01% | 1081 |
|
|
2014
Q2 | $29K | Sell |
266
-40
| -13% | -$4.36K | 0.01% | 1124 |
|
|
2014
Q1 | $30K | Buy |
306
+231
| +308% | +$22.6K | 0.01% | 1090 |
|
|
2013
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 1663 |
|
|
2013
Q3 | – | Sell |
-101
| Closed | -$8K | – | 2167 |
|
|
2013
Q2 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 1526 |
|