Clearview Wealth Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-518
| Closed | -$403K | – | 110 |
|
|
2024
Q1 | $403K | Sell |
518
-814
| -61% | -$633K | 0.41% | 60 |
|
|
2023
Q4 | $776K | Buy |
+1,332
| New | +$776K | 0.9% | 40 |
|
|
2023
Q3 | – | Sell |
-1,849
| Closed | -$867K | – | 398 |
|
|
2023
Q2 | $867K | Buy |
1,849
+1,687
| +1,041% | +$791K | 0.88% | 29 |
|
|
2023
Q1 | $55.8K | Sell |
162
-6
| -4% | -$2.07K | 0.06% | 190 |
|
|
2022
Q4 | $61.5K | Buy |
168
+6
| +4% | +$2.2K | 0.05% | 157 |
|
|
2022
Q3 | $52K | Buy |
162
+1
| +0.6% | +$321 | 0.04% | 163 |
|
|
2022
Q2 | $53K | Hold |
161
| – | – | 0.04% | 182 |
|
|
2022
Q1 | $46K | Sell |
161
-244
| -60% | -$69.7K | 0.03% | 207 |
|
|
2021
Q4 | $112K | Buy |
405
+19
| +5% | +$5.25K | 0.07% | 146 |
|
|
2021
Q3 | $89K | Sell |
386
-129
| -25% | -$29.7K | 0.06% | 173 |
|
|
2021
Q2 | $118K | Buy |
515
+89
| +21% | +$20.4K | 0.07% | 142 |
|
|
2021
Q1 | $80K | Hold |
426
| – | – | 0.05% | 185 |
|
|
2020
Q4 | $72K | Buy |
+426
| New | +$72K | 0.05% | 169 |
|