Compass Financial 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
Q2 | – | Sell |
-1,898
| Closed | -$652K | – | 52 |
|
|
2023
Q1 | $652K | Sell |
1,898
-238
| -11% | -$81.7K | 0.83% | 40 |
|
|
2022
Q4 | $781K | Sell |
2,136
-44
| -2% | -$16.1K | 1.05% | 30 |
|
|
2022
Q3 | $705K | Sell |
2,180
-11
| -0.5% | -$3.56K | 1.05% | 28 |
|
|
2022
Q2 | $710K | Sell |
2,191
-190
| -8% | -$61.6K | 0.97% | 34 |
|
|
2022
Q1 | $682K | Hold |
2,381
| – | – | 0.75% | 44 |
|
|
2021
Q4 | $658K | Buy |
+2,381
| New | +$658K | 0.72% | 50 |
|