BWM
Bernicke Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.07M | Sell |
6,514
-3,563
| -35% | -$585K | 0.79% | 13 |
|
|
2020
Q1 | $1.4M | Buy |
10,077
+135
| +1% | +$18.7K | 0.85% | 10 |
|
|
2019
Q4 | $1.31M | Buy |
9,942
+397
| +4% | +$52.2K | 0.73% | 15 |
|
|
2019
Q3 | $1.07M | Buy |
9,545
+1,015
| +12% | +$113K | 0.62% | 30 |
|
|
2019
Q2 | $945K | Buy |
+8,530
| New | +$945K | 0.57% | 32 |
|
|
2017
Q3 | – | Sell |
-2,832
| Closed | -$233K | – | 52 |
|
|
2017
Q2 | $233K | Sell |
2,832
-2,920
| -51% | -$240K | 0.19% | 50 |
|
|
2017
Q1 | $484K | Sell |
5,752
-5,513
| -49% | -$464K | 0.4% | 26 |
|
|
2016
Q4 | $829K | Sell |
11,265
-473
| -4% | -$34.8K | 0.72% | 26 |
|
|
2016
Q3 | $942K | Sell |
11,738
-35
| -0.3% | -$2.81K | 0.82% | 19 |
|
|
2016
Q2 | $927K | Buy |
11,773
+38
| +0.3% | +$2.99K | 0.84% | 22 |
|
|
2016
Q1 | $845K | Buy |
11,735
+518
| +5% | +$37.3K | 0.78% | 25 |
|
|
2015
Q4 | $945K | Hold |
11,217
| – | – | 0.92% | 16 |
|
|
2015
Q3 | $939K | Sell |
11,217
-449
| -4% | -$37.6K | 0.96% | 16 |
|
|
2015
Q2 | $974K | Buy |
11,666
+918
| +9% | +$76.6K | 0.93% | 16 |
|
|
2015
Q1 | $781K | Sell |
10,748
-12,540
| -54% | -$911K | 0.83% | 26 |
|
|
2014
Q4 | $1.61M | Buy |
+23,288
| New | +$1.61M | 1.58% | 16 |
|