UBP Investment Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,632
| Closed | -$270K | – | 119 |
|
|
2022
Q1 | $270K | Buy |
9,632
+7,632
| +382% | +$214K | 0.1% | 90 |
|
|
2021
Q4 | $550K | Hold |
2,000
| – | – | 0.2% | 71 |
|
|
2021
Q3 | $460K | Hold |
2,000
| – | – | 0.18% | 75 |
|
|
2021
Q2 | $460K | Hold |
2,000
| – | – | 0.17% | 91 |
|
|
2021
Q1 | $370K | Hold |
2,000
| – | – | 0.15% | 91 |
|
|
2020
Q4 | $338K | Hold |
2,000
| – | – | 0.17% | 56 |
|
|
2020
Q3 | $296K | Hold |
2,000
| – | – | 0.23% | 48 |
|
|
2020
Q2 | $328K | Hold |
2,000
| – | – | 0.26% | 42 |
|
|
2020
Q1 | $277K | Buy |
+2,000
| New | +$277K | 0.25% | 44 |
|