BTR Capital Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $769K | Hold |
2,378
| – | – | 0.12% | 92 |
|
|
2022
Q2 | $771K | Sell |
2,378
-40
| -2% | -$13K | 0.11% | 94 |
|
|
2022
Q1 | $692K | Hold |
2,418
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $668K | Hold |
2,418
| – | – | 0.08% | 109 |
|
|
2021
Q3 | $559K | Hold |
2,418
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $555K | Sell |
2,418
-100
| -4% | -$23K | 0.07% | 112 |
|
|
2021
Q1 | $470K | Hold |
2,518
| – | – | 0.07% | 116 |
|
|
2020
Q4 | $425K | Buy |
2,518
+41
| +2% | +$6.92K | 0.07% | 117 |
|
|
2020
Q3 | $367K | Hold |
2,477
| – | – | 0.06% | 116 |
|
|
2020
Q2 | $407K | Sell |
2,477
-25
| -1% | -$4.11K | 0.08% | 114 |
|
|
2020
Q1 | $347K | Sell |
2,502
-40
| -2% | -$5.55K | 0.08% | 115 |
|
|
2019
Q4 | $334K | Hold |
2,542
| – | – | 0.06% | 129 |
|
|
2019
Q3 | $284K | Hold |
2,542
| – | – | 0.05% | 134 |
|
|
2019
Q2 | $282K | Sell |
2,542
-871
| -26% | -$96.6K | 0.05% | 136 |
|
|
2019
Q1 | $443K | Sell |
3,413
-19
| -0.6% | -$2.47K | 0.09% | 111 |
|
|
2018
Q4 | $397K | Hold |
3,432
| – | – | 0.08% | 118 |
|
|
2018
Q3 | $368K | Buy |
+3,432
| New | +$368K | 0.06% | 123 |
|