YorkBridge Wealth Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $353K | Buy |
965
+28
| +3% | +$10.2K | 0.09% | 156 |
|
|
2022
Q3 | $303K | Buy |
937
+5
| +0.5% | +$1.62K | 0.08% | 195 |
|
|
2022
Q2 | $302K | Hold |
932
| – | – | 0.08% | 191 |
|
|
2022
Q1 | $267K | Buy |
+932
| New | +$267K | 0.06% | 253 |
|
|
2019
Q3 | – | Sell |
-639
| Closed | -$71K | – | 450 |
|
|
2019
Q2 | $71K | Buy |
639
+50
| +8% | +$5.56K | 0.03% | 334 |
|
|
2019
Q1 | $76K | Buy |
589
+150
| +34% | +$19.4K | 0.04% | 313 |
|
|
2018
Q4 | $51K | Hold |
439
| – | – | 0.03% | 332 |
|
|
2018
Q3 | $47K | Sell |
439
-599
| -58% | -$64.1K | 0.02% | 363 |
|
|
2018
Q2 | $89K | Sell |
1,038
-140
| -12% | -$12K | 0.04% | 304 |
|
|
2018
Q1 | $93K | Sell |
1,178
-1,452
| -55% | -$115K | 0.04% | 303 |
|
|
2017
Q4 | $204K | Sell |
2,630
-428
| -14% | -$33.2K | 0.1% | 174 |
|
|
2017
Q3 | $262K | Sell |
3,058
-141
| -4% | -$12.1K | 0.14% | 147 |
|
|
2017
Q2 | $265K | Buy |
3,199
+24
| +0.8% | +$1.99K | 0.14% | 141 |
|
|
2017
Q1 | $259K | Sell |
3,175
-82
| -3% | -$6.69K | 0.14% | 142 |
|
|
2016
Q4 | $225K | Buy |
+3,257
| New | +$225K | 0.13% | 147 |
|