WEPOG
Wealth Enhancement & Preservation of GA’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $997K | Buy |
2,126
+64
| +3% | +$30K | 0.96% | 15 |
|
|
2023
Q1 | $708K | Buy |
2,062
+186
| +10% | +$63.9K | 0.85% | 22 |
|
|
2022
Q4 | $686K | Buy |
1,876
+359
| +24% | +$131K | 1.12% | 18 |
|
|
2022
Q3 | $490K | Sell |
1,517
-2,183
| -59% | -$705K | 0.79% | 25 |
|
|
2022
Q2 | $1.21M | Sell |
3,700
-1,766
| -32% | -$577K | 1.28% | 20 |
|
|
2022
Q1 | $1.57M | Sell |
5,466
-23
| -0.4% | -$6.59K | 1.21% | 19 |
|
|
2021
Q4 | $1.52M | Buy |
5,489
+111
| +2% | +$30.7K | 1.02% | 19 |
|
|
2021
Q3 | $1.24M | Sell |
5,378
-495
| -8% | -$114K | 0.96% | 23 |
|
|
2021
Q2 | $1.35M | Buy |
5,873
+222
| +4% | +$51K | 0.99% | 23 |
|
|
2021
Q1 | $1.03M | Buy |
5,651
+37
| +0.7% | +$6.76K | 0.79% | 33 |
|
|
2020
Q4 | $948K | Buy |
+5,614
| New | +$948K | 0.82% | 38 |
|