Triad 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
2023
Q3
$642K Buy
1,196
+73
+7% +$39.2K 0.23% 43
2023
Q2
$527K Sell
1,123
-54
-5% -$25.3K 0.22% 47
2023
Q1
$404K Sell
1,177
-2
-0.2% -$687 0.18% 52
2022
Q4
$431K Buy
1,179
+7
+0.6% +$2.56K 0.19% 58
2022
Q3
$379K Buy
1,172
+27
+2% +$8.73K 0.21% 54
2022
Q2
$371K Buy
1,145
+29
+3% +$9.4K 0.21% 61
2022
Q1
$320K Buy
1,116
+55
+5% +$15.8K 0.17% 74
2021
Q4
$293K Buy
+1,061
New +$293K 0.17% 87