WR Wealth Planners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.9K | Sell |
16
-6
| -27% | -$2.21K | ﹤0.01% | 669 |
|
|
2024
Q3 | $11.4K | Sell |
22
-7
| -24% | -$3.64K | ﹤0.01% | 602 |
|
|
2024
Q2 | $15.7K | Buy |
29
+12
| +71% | +$6.5K | ﹤0.01% | 487 |
|
|
2024
Q1 | $8.82K | Buy |
+17
| New | +$8.82K | ﹤0.01% | 619 |
|
|
2023
Q4 | – | Sell |
-68
| Closed | -$29.6K | – | 379 |
|
|
2023
Q3 | $29.6K | Hold |
68
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $30.2K | Buy |
68
+33
| +94% | +$14.7K | 0.01% | 382 |
|
|
2023
Q1 | $16.1K | Buy |
+35
| New | +$16.1K | 0.01% | 455 |
|