Concert Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,910
| Closed | -$1.02M | – | 307 |
|
|
2017
Q1 | $1.02M | Buy |
13,910
+1,514
| +12% | +$111K | 0.23% | 124 |
|
|
2016
Q4 | $911K | Sell |
12,396
-9,084
| -42% | -$668K | 0.2% | 142 |
|
|
2016
Q3 | $1.72M | Buy |
21,480
+337
| +2% | +$27K | 0.21% | 118 |
|
|
2016
Q2 | $1.68M | Buy |
21,143
+1,643
| +8% | +$130K | 0.23% | 113 |
|
|
2016
Q1 | $1.4M | Buy |
19,500
+1,931
| +11% | +$139K | 0.19% | 135 |
|
|
2015
Q4 | $1.48M | Buy |
17,569
+360
| +2% | +$30.3K | 0.2% | 127 |
|
|
2015
Q3 | $1.44M | Buy |
17,209
+392
| +2% | +$32.8K | 0.19% | 130 |
|
|
2015
Q2 | $1.4M | Buy |
16,817
+585
| +4% | +$48.8K | 0.18% | 140 |
|
|
2015
Q1 | $676K | Buy |
16,232
+3,136
| +24% | +$131K | 0.19% | 152 |
|
|
2014
Q4 | $905K | Buy |
13,096
+6,621
| +102% | +$458K | 0.14% | 194 |
|
|
2014
Q3 | $412K | Sell |
6,475
-200
| -3% | -$12.7K | 0.06% | 311 |
|
|
2014
Q2 | $398K | Sell |
6,675
-113
| -2% | -$6.74K | 0.05% | 343 |
|
|
2014
Q1 | $398K | Sell |
6,788
-373
| -5% | -$21.9K | 0.05% | 332 |
|
|
2013
Q4 | $364K | Sell |
7,161
-454
| -6% | -$23.1K | 0.05% | 332 |
|
|
2013
Q3 | $384K | Sell |
7,615
-39
| -0.5% | -$1.97K | 0.05% | 310 |
|
|
2013
Q2 | $379K | Buy |
+7,654
| New | +$379K | 0.06% | 284 |
|