TCPWM
Traverso Chambers Private Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $398K | Sell |
683
-22
| -3% | -$12.8K | 0.1% | 85 |
|
|
2023
Q3 | $379K | Buy |
705
+26
| +4% | +$14K | 0.1% | 80 |
|
|
2023
Q2 | $318K | Hold |
679
| – | – | 0.08% | 90 |
|
|
2023
Q1 | $233K | Hold |
679
| – | – | 0.06% | 105 |
|
|
2022
Q4 | $248K | Hold |
679
| – | – | 0.07% | 97 |
|
|
2022
Q3 | $220K | Hold |
679
| – | – | 0.07% | 106 |
|
|
2022
Q2 | $220K | Buy |
+679
| New | +$220K | 0.07% | 102 |
|