Divergent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,197
| Closed | -$561K | – | 34 |
|
|
2023
Q2 | $561K | Buy |
1,197
+3
| +0.3% | +$1.41K | 0.12% | 20 |
|
|
2023
Q1 | $410K | Buy |
1,194
+5
| +0.4% | +$1.72K | 0.1% | 22 |
|
|
2022
Q4 | $435K | Buy |
+1,189
| New | +$435K | 0.11% | 22 |
|
|
2020
Q4 | – | Sell |
-2,324
| Closed | -$344K | – | 28 |
|
|
2020
Q3 | $344K | Hold |
2,324
| – | – | 0.09% | 26 |
|
|
2020
Q2 | $382K | Hold |
2,324
| – | – | 0.11% | 26 |
|
|
2020
Q1 | $322K | Hold |
2,324
| – | – | 0.11% | 28 |
|
|
2019
Q4 | $305K | Hold |
2,324
| – | – | 0.09% | 32 |
|
|
2019
Q3 | $260K | Hold |
2,324
| – | – | 0.08% | 33 |
|
|
2019
Q2 | $257K | Hold |
2,324
| – | – | 0.08% | 33 |
|
|
2019
Q1 | $302K | Hold |
2,324
| – | – | 0.1% | 30 |
|
|
2018
Q4 | $269K | Hold |
2,324
| – | – | 0.1% | 38 |
|
|
2018
Q3 | $267K | Hold |
2,324
| – | – | 0.09% | 30 |
|
|
2018
Q2 | $198K | Hold |
2,324
| – | – | 0.07% | 34 |
|
|
2018
Q1 | $180K | Buy |
+2,324
| New | +$180K | 0.07% | 38 |
|