Zhang Financial’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-696
| Closed | -$320K | – | 250 |
|
|
2023
Q1 | $320K | Sell |
696
-19
| -3% | -$8.74K | 0.04% | 186 |
|
|
2022
Q4 | $367K | Buy |
715
+87
| +14% | +$44.6K | 0.05% | 174 |
|
|
2022
Q3 | $285K | Buy |
628
+110
| +21% | +$49.9K | 0.04% | 180 |
|
|
2022
Q2 | $250K | Buy |
+518
| New | +$250K | 0.04% | 191 |
|