CBFP
Cedar Brook Financial Partners’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-404
| Closed | -$366K | – | 18 |
|
|
2024
Q2 | $366K | Sell |
404
-1,144
| -74% | -$1.04M | 2.75% | 7 |
|
|
2024
Q1 | $1.2M | Buy |
1,548
+67
| +5% | +$52.1K | 0.24% | 102 |
|
|
2023
Q4 | $942K | Sell |
1,481
-118
| -7% | -$75K | 0.21% | 121 |
|
|
2023
Q3 | $859K | Sell |
1,599
-628
| -28% | -$337K | 0.22% | 108 |
|
|
2023
Q2 | $1.04M | Buy |
2,227
+491
| +28% | +$230K | 0.25% | 94 |
|
|
2023
Q1 | $596K | Sell |
1,736
-41
| -2% | -$14.1K | 0.15% | 153 |
|
|
2022
Q4 | $650K | Sell |
1,777
-140
| -7% | -$51.2K | 0.18% | 136 |
|
|
2022
Q3 | $620K | Sell |
1,917
-425
| -18% | -$137K | 0.2% | 133 |
|
|
2022
Q2 | $759K | Sell |
2,342
-148
| -6% | -$48K | 0.24% | 108 |
|
|
2022
Q1 | $713K | Sell |
2,490
-108
| -4% | -$30.9K | 0.19% | 140 |
|
|
2021
Q4 | $717K | Buy |
2,598
+340
| +15% | +$93.8K | 0.18% | 132 |
|
|
2021
Q3 | $522K | Sell |
2,258
-99
| -4% | -$22.9K | 0.16% | 160 |
|
|
2021
Q2 | $541K | Buy |
2,357
+44
| +2% | +$10.1K | 0.16% | 167 |
|
|
2021
Q1 | $432K | Buy |
2,313
+821
| +55% | +$153K | 0.15% | 162 |
|
|
2020
Q4 | $252K | Buy |
1,492
+109
| +8% | +$18.4K | 0.09% | 252 |
|
|
2020
Q3 | $205K | Buy |
+1,383
| New | +$205K | 0.08% | 271 |
|
|
2019
Q4 | – | Sell |
-1,874
| Closed | -$210K | – | 310 |
|
|
2019
Q3 | $210K | Buy |
+1,874
| New | +$210K | 0.09% | 277 |
|
|
2019
Q2 | – | Sell |
-1,785
| Closed | -$232K | – | 305 |
|
|
2019
Q1 | $232K | Buy |
+1,785
| New | +$232K | 0.11% | 240 |
|