SWS
SYSTM Wealth Solutions’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.43K | Sell |
5
-1,924
| -100% | -$1.7M | 0.13% | 42 |
|
2024
Q2 | $1.75M | Sell |
1,929
-149
| -7% | -$135K | 0.39% | 83 |
|
2024
Q1 | $1.62M | Buy |
2,078
+189
| +10% | +$147K | 0.2% | 143 |
|
2023
Q4 | $1.1M | Sell |
1,889
-188
| -9% | -$110K | 0.15% | 182 |
|
2023
Q3 | $1.12M | Buy |
2,077
+227
| +12% | +$122K | 0.17% | 162 |
|
2023
Q2 | $868K | Buy |
1,850
+326
| +21% | +$153K | 0.12% | 229 |
|
2023
Q1 | $523K | Sell |
1,524
-297
| -16% | -$102K | 0.08% | 290 |
|
2022
Q4 | $666K | Buy |
+1,821
| New | +$666K | 0.08% | 293 |
|