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Surevest’s Eli Lilly LLY Stock Holding History

Surevest’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$126K Buy
390
+2
+0.5% +$646 0.03% 151
2022
Q2 		$126K Hold
388
– – 0.03% 157
2022
Q1 		$111K Hold
388
– – 0.03% 155
2021
Q4 		$107K Buy
+388
New +$107K 0.03% 145