BSWA
Bromfield Sneider Wealth Advisors’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $62.2K | Hold |
80
| – | – | 0.04% | 64 |
|
|
2023
Q4 | $46.6K | Hold |
80
| – | – | 0.03% | 69 |
|
|
2023
Q3 | $43K | Sell |
80
-45
| -36% | -$24.2K | 0.03% | 68 |
|
|
2023
Q2 | $58.6K | Hold |
125
| – | – | 0.05% | 64 |
|
|
2023
Q1 | $42.9K | Hold |
125
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $45.7K | Hold |
125
| – | – | 0.04% | 64 |
|
|
2022
Q3 | $40K | Sell |
125
-65
| -34% | -$20.8K | 0.05% | 61 |
|
|
2022
Q2 | $62K | Hold |
190
| – | – | 0.08% | 52 |
|
|
2022
Q1 | $54K | Buy |
+190
| New | +$54K | 0.06% | 64 |
|