Engrave Wealth Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $441K | Buy |
757
+273
| +56% | +$159K | 0.13% | 52 |
|
|
2023
Q3 | $260K | Hold |
484
| – | – | 0.08% | 56 |
|
|
2023
Q2 | $227K | Buy |
+484
| New | +$227K | 0.07% | 60 |
|
|
2020
Q3 | – | Sell |
-464
| Closed | -$76K | – | 266 |
|
|
2020
Q2 | $76K | Hold |
464
| – | – | 0.07% | 86 |
|
|
2020
Q1 | $64K | Hold |
464
| – | – | 0.08% | 79 |
|
|
2019
Q4 | $60K | Buy |
+464
| New | +$60K | 0.06% | 117 |
|