Heartwood 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
Q4 | – | Sell |
-244
| Closed | -$216K | – | 177 |
|
|
2024
Q3 | $216K | Sell |
244
-43
| -15% | -$38.1K | 0.02% | 166 |
|
|
2024
Q2 | $260K | Hold |
287
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $223K | Buy |
+287
| New | +$223K | 0.03% | 145 |
|
|
2023
Q3 | – | Sell |
-887
| Closed | -$416K | – | 138 |
|
|
2023
Q2 | $416K | Buy |
+887
| New | +$416K | 0.06% | 90 |
|