BCR Wealth Strategies’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-235
| Closed | -$212K | – | 30 |
|
2024
Q2 | $212K | Buy |
+235
| New | +$212K | 0.14% | 29 |
|
2022
Q4 | – | Sell |
-224
| Closed | -$72K | – | 62 |
|
2022
Q3 | $72K | Buy |
224
+24
| +12% | +$7.71K | 0.07% | 32 |
|
2022
Q2 | $65K | Hold |
200
| – | – | 0.07% | 30 |
|
2022
Q1 | $57K | Hold |
200
| – | – | 0.05% | 37 |
|
2021
Q4 | $55K | Buy |
+200
| New | +$55K | 0.05% | 41 |
|