WWM
Willingdon Wealth Management’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12K | Hold |
54
| – | – | ﹤0.01% | 194 |
|
|
2019
Q4 | $16K | Sell |
54
-10
| -16% | -$2.96K | ﹤0.01% | 224 |
|
|
2019
Q3 | $15K | Buy |
64
+10
| +19% | +$2.34K | ﹤0.01% | 227 |
|
|
2019
Q2 | $15K | Buy |
+54
| New | +$15K | ﹤0.01% | 216 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$7K | – | 358 |
|
|
2018
Q3 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 310 |
|