Pettinga 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-515
| Closed | -$466K | – | 120 |
|
|
2024
Q2 | $466K | Buy |
515
+78
| +18% | +$70.6K | 0.12% | 76 |
|
|
2024
Q1 | $340K | Buy |
+437
| New | +$340K | 0.09% | 92 |
|
|
2023
Q4 | – | Sell |
-4,141
| Closed | -$2.22M | – | 118 |
|
|
2023
Q3 | $2.22M | Hold |
4,141
| – | – | 0.67% | 32 |
|
|
2023
Q2 | $1.94M | Buy |
+4,141
| New | +$1.94M | 0.58% | 35 |
|