Genovese Burford & Brothers Wealth & Retirement Plan Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-969
| Closed | -$83K | – | 238 |
|
|
2018
Q2 | $83K | Buy |
969
+2
| +0.2% | +$171 | 0.03% | 127 |
|
|
2018
Q1 | $75K | Buy |
+967
| New | +$75K | 0.03% | 137 |
|
|
2017
Q4 | – | Sell |
-741
| Closed | -$63K | – | 362 |
|
|
2017
Q3 | $63K | Hold |
741
| – | – | 0.03% | 132 |
|
|
2017
Q2 | $60K | Hold |
741
| – | – | 0.02% | 131 |
|
|
2017
Q1 | $63K | Sell |
741
-150
| -17% | -$12.8K | 0.03% | 127 |
|
|
2016
Q4 | $66K | Buy |
891
+150
| +20% | +$11.1K | 0.02% | 146 |
|
|
2016
Q3 | $59K | Hold |
741
| – | – | 0.02% | 144 |
|
|
2016
Q2 | $58K | Hold |
741
| – | – | 0.02% | 134 |
|
|
2016
Q1 | $53K | Hold |
741
| – | – | 0.03% | 130 |
|
|
2015
Q4 | $62K | Buy |
+741
| New | +$62K | 0.03% | 113 |
|