Fiduciary Financial Services of The Southwest’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.66M Buy
12,644
+426
+3% +$56K 0.43% 62
2019
Q3
$1.37M Buy
12,218
+846
+7% +$94.6K 0.37% 69
2019
Q2
$1.26M Sell
11,372
-15
-0.1% -$1.66K 0.36% 72
2019
Q1
$1.48M Buy
11,387
+250
+2% +$32.4K 0.43% 63
2018
Q4
$1.29M Buy
11,137
+69
+0.6% +$7.99K 0.41% 66
2018
Q3
$1.19M Hold
11,068
0.33% 73
2018
Q2
$944K Sell
11,068
-1,008
-8% -$86K 0.29% 85
2018
Q1
$934K Hold
12,076
0.29% 85
2017
Q4
$1.02M Sell
12,076
-91
-0.7% -$7.69K 0.3% 87
2017
Q3
$1.04M Sell
12,167
-304
-2% -$26K 0.31% 86
2017
Q2
$1.03M Sell
12,471
-123
-1% -$10.1K 0.32% 87
2017
Q1
$1.06M Buy
12,594
+55
+0.4% +$4.63K 0.34% 81
2016
Q4
$922K Sell
12,539
-310
-2% -$22.8K 0.3% 89
2016
Q3
$1.03M Buy
12,849
+115
+0.9% +$9.23K 0.33% 82
2016
Q2
$1M Sell
12,734
-557
-4% -$43.9K 0.32% 80
2016
Q1
$957K Sell
13,291
-241
-2% -$17.4K 0.34% 76
2015
Q4
$1.14M Buy
13,532
+590
+5% +$49.7K 0.41% 72
2015
Q3
$1.08M Buy
12,942
+2,065
+19% +$173K 0.38% 75
2015
Q2
$908K Buy
10,877
+1,374
+14% +$115K 0.28% 99
2015
Q1
$690K Sell
9,503
-550
-5% -$39.9K 0.2% 107
2014
Q4
$694K Buy
10,053
+25
+0.2% +$1.73K 0.2% 108
2014
Q3
$650K Buy
10,028
+700
+8% +$45.4K 0.18% 111
2014
Q2
$580K Hold
9,328
0.16% 113
2014
Q1
$549K Hold
9,328
0.17% 111
2013
Q4
$476K Sell
9,328
-335
-3% -$17.1K 0.15% 116
2013
Q3
$486K Hold
9,663
0.16% 110
2013
Q2
$475K Buy
+9,663
New +$475K 0.16% 113