Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,389
| Closed | -$112K | – | 688 |
|
|
2016
Q3 | $112K | Buy |
1,389
+50
| +4% | +$4.03K | 0.04% | 301 |
|
|
2016
Q2 | $105K | Buy |
1,339
+1
| +0.1% | +$78 | 0.04% | 308 |
|
|
2016
Q1 | $96K | Sell |
1,338
-1,399
| -51% | -$100K | 0.04% | 294 |
|
|
2015
Q4 | $231K | Buy |
2,737
+1
| +0% | +$84 | 0.1% | 165 |
|
|
2015
Q3 | $229K | Hold |
2,736
| – | – | 0.1% | 165 |
|
|
2015
Q2 | $228K | Buy |
2,736
+2
| +0.1% | +$167 | 0.09% | 174 |
|
|
2015
Q1 | $198K | Buy |
+2,734
| New | +$198K | 0.08% | 184 |
|