Winch Advisory Services’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 |
-65
| Closed | -$9K | – | 251 |
|
|
2015
Q4 | $9K | Buy |
+65
| New | +$9K | 0.01% | 136 |
|
|
2015
Q3 | – | Sell |
-26,186
| Closed | -$4.3M | – | 244 |
|
|
2015
Q2 | $4.3M | Buy |
26,186
+7,121
| +37% | +$1.17M | 2.35% | 10 |
|
|
2015
Q1 | $2.94M | Buy |
19,065
+3,267
| +21% | +$504K | 1.71% | 18 |
|
|
2014
Q4 | $1.99M | Buy |
15,798
+215
| +1% | +$27K | 1.08% | 20 |
|
|
2014
Q3 | $1.86M | Buy |
+15,583
| New | +$1.86M | 1.2% | 26 |
|