Berman Capital Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $956K | Buy |
4,142
+482
| +13% | +$111K | 0.15% | 76 |
|
|
2021
Q2 | $840K | Buy |
3,660
+496
| +16% | +$114K | 0.13% | 78 |
|
|
2021
Q1 | $590K | Buy |
3,164
+489
| +18% | +$91.2K | 0.12% | 88 |
|
|
2020
Q4 | $451K | Buy |
2,675
+100
| +4% | +$16.9K | 0.11% | 94 |
|
|
2020
Q3 | $380K | Buy |
2,575
+969
| +60% | +$143K | 0.11% | 86 |
|
|
2020
Q2 | $263K | Buy |
1,606
+163
| +11% | +$26.7K | 0.07% | 115 |
|
|
2020
Q1 | $198K | Buy |
1,443
+477
| +49% | +$65.5K | 0.06% | 120 |
|
|
2019
Q4 | $126K | Buy |
966
+2
| +0.2% | +$261 | 0.04% | 196 |
|
|
2019
Q3 | $107K | Sell |
964
-87
| -8% | -$9.66K | 0.03% | 205 |
|
|
2019
Q2 | $116K | Buy |
1,051
+125
| +13% | +$13.8K | 0.04% | 191 |
|
|
2019
Q1 | $120K | Buy |
926
+347
| +60% | +$45K | 0.04% | 170 |
|
|
2018
Q4 | $66K | Buy |
+579
| New | +$66K | 0.03% | 226 |
|