Gideon Capital Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,906
| Closed | -$1.96M | – | 119 |
|
|
2019
Q4 | $1.96M | Buy |
+14,906
| New | +$1.96M | 0.67% | 42 |
|
|
2018
Q1 | – | Sell |
-6,410
| Closed | -$541K | – | 413 |
|
|
2017
Q4 | $541K | Buy |
+6,410
| New | +$541K | 0.48% | 50 |
|
|
2014
Q4 | – | Sell |
-7,189
| Closed | -$466K | – | 255 |
|
|
2014
Q3 | $466K | Sell |
7,189
-2,458
| -25% | -$159K | 0.18% | 159 |
|
|
2014
Q2 | $600K | Buy |
+9,647
| New | +$600K | 0.22% | 138 |
|