Capital Directions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $276K | Buy |
+754
| New | +$276K | 0.1% | 51 |
|
|
2022
Q3 | – | Sell |
-670
| Closed | -$217K | – | 64 |
|
|
2022
Q2 | $217K | Buy |
670
+200
| +43% | +$64.8K | 0.07% | 67 |
|
|
2022
Q1 | $135K | Buy |
+470
| New | +$135K | 0.04% | 80 |
|
|
2021
Q4 | – | Sell |
-470
| Closed | -$109K | – | 144 |
|
|
2021
Q3 | $109K | Hold |
470
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $108K | Buy |
+470
| New | +$108K | 0.03% | 79 |
|
|
2021
Q1 | – | Sell |
-470
| Closed | -$79K | – | 278 |
|
|
2020
Q4 | $79K | Hold |
470
| – | – | 0.03% | 84 |
|
|
2020
Q3 | $70K | Hold |
470
| – | – | 0.03% | 88 |
|
|
2020
Q2 | $77K | Sell |
470
-315
| -40% | -$51.6K | 0.03% | 85 |
|
|
2020
Q1 | $109K | Hold |
785
| – | – | 0.05% | 71 |
|
|
2019
Q4 | $103K | Hold |
785
| – | – | 0.03% | 88 |
|
|
2019
Q3 | $88K | Buy |
+785
| New | +$88K | 0.03% | 91 |
|
|
2018
Q3 | – | Sell |
-1,120
| Closed | -$96K | – | 192 |
|
|
2018
Q2 | $96K | Buy |
+1,120
| New | +$96K | 0.05% | 50 |
|