YorkBridge Wealth Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-681
| Closed | -$309K | – | 264 |
|
|
2022
Q3 | $309K | Sell |
681
-161
| -19% | -$73.1K | 0.08% | 189 |
|
|
2022
Q2 | $406K | Buy |
+842
| New | +$406K | 0.11% | 150 |
|
|
2019
Q3 | – | Sell |
-1,138
| Closed | -$321K | – | 309 |
|
|
2019
Q2 | $321K | Sell |
1,138
-226
| -17% | -$63.7K | 0.14% | 132 |
|
|
2019
Q1 | $391K | Sell |
1,364
-52
| -4% | -$14.9K | 0.18% | 114 |
|
|
2018
Q4 | $372K | Hold |
1,416
| – | – | 0.2% | 112 |
|
|
2018
Q3 | $391K | Hold |
1,416
| – | – | 0.18% | 119 |
|
|
2018
Q2 | $337K | Sell |
1,416
-107
| -7% | -$25.5K | 0.15% | 137 |
|
|
2018
Q1 | $336K | Hold |
1,523
| – | – | 0.15% | 130 |
|
|
2017
Q4 | $351K | Sell |
1,523
-23
| -1% | -$5.3K | 0.17% | 125 |
|
|
2017
Q3 | $294K | Hold |
1,546
| – | – | 0.15% | 133 |
|
|
2017
Q2 | $293K | Hold |
1,546
| – | – | 0.16% | 129 |
|
|
2017
Q1 | $280K | Buy |
1,546
+54
| +4% | +$9.78K | 0.15% | 136 |
|
|
2016
Q4 | $216K | Buy |
+1,492
| New | +$216K | 0.13% | 152 |
|