Beacon Investment Advisors’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,031
Closed -$554K 130
2023
Q3
$554K Buy
1,031
+7
+0.7% +$3.76K 0.39% 70
2023
Q2
$480K Hold
1,024
0.33% 80
2023
Q1
$352K Hold
1,024
0.26% 95
2022
Q4
$375K Buy
+1,024
New +$375K 0.31% 89