JWS
Juncture Wealth Strategies’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-892
| Closed | -$326K | – | 113 |
|
|
2022
Q4 | $326K | Sell |
892
-35
| -4% | -$12.8K | 0.16% | 90 |
|
|
2022
Q3 | $300K | Sell |
927
-38
| -4% | -$12.3K | 0.15% | 89 |
|
|
2022
Q2 | $313K | Sell |
965
-873
| -47% | -$283K | 0.15% | 93 |
|
|
2022
Q1 | $526K | Sell |
1,838
-100
| -5% | -$28.6K | 0.25% | 78 |
|
|
2021
Q4 | $535K | Sell |
1,938
-100
| -5% | -$27.6K | 0.25% | 79 |
|
|
2021
Q3 | $471K | Sell |
2,038
-1,800
| -47% | -$416K | 0.25% | 75 |
|
|
2021
Q2 | $1.03M | Buy |
3,838
+200
| +5% | +$53.9K | 0.59% | 34 |
|
|
2021
Q1 | $675K | Buy |
3,638
+500
| +16% | +$92.8K | 0.42% | 53 |
|
|
2020
Q4 | $530K | Sell |
3,138
-987
| -24% | -$167K | 0.34% | 68 |
|
|
2020
Q3 | $611K | Buy |
4,125
+200
| +5% | +$29.6K | 0.42% | 55 |
|
|
2020
Q2 | $644K | Sell |
3,925
-275
| -7% | -$45.1K | 0.49% | 51 |
|
|
2020
Q1 | $583K | Sell |
4,200
-100
| -2% | -$13.9K | 0.54% | 47 |
|
|
2019
Q4 | $565K | Hold |
4,300
| – | – | 0.44% | 54 |
|
|
2019
Q3 | $481K | Buy |
4,300
+300
| +8% | +$33.6K | 0.42% | 61 |
|
|
2019
Q2 | $443K | Buy |
4,000
+400
| +11% | +$44.3K | 0.36% | 77 |
|
|
2019
Q1 | $467K | Buy |
3,600
+200
| +6% | +$25.9K | 0.36% | 78 |
|
|
2018
Q4 | $393K | Sell |
3,400
-1,400
| -29% | -$162K | 0.27% | 79 |
|
|
2018
Q3 | $515K | Sell |
4,800
-200
| -4% | -$21.5K | 0.27% | 73 |
|
|
2018
Q2 | $427K | Hold |
5,000
| – | – | 0.23% | 75 |
|
|
2018
Q1 | $387K | Sell |
5,000
-1,100
| -18% | -$85.1K | 0.22% | 72 |
|
|
2017
Q4 | $515K | Buy |
6,100
+293
| +5% | +$24.7K | 0.29% | 69 |
|
|
2017
Q3 | $497K | Buy |
5,807
+1,007
| +21% | +$86.2K | 0.28% | 67 |
|
|
2017
Q2 | $395K | Buy |
4,800
+1,700
| +55% | +$140K | 0.23% | 73 |
|
|
2017
Q1 | $261K | Buy |
3,100
+200
| +7% | +$16.8K | 0.16% | 76 |
|
|
2016
Q4 | $213K | Sell |
2,900
-6,600
| -69% | -$485K | 0.15% | 79 |
|
|
2016
Q3 | $762K | Hold |
9,500
| – | – | 0.51% | 47 |
|
|
2016
Q2 | $748K | Buy |
9,500
+400
| +4% | +$31.5K | 0.53% | 46 |
|
|
2016
Q1 | $655K | Sell |
9,100
-400
| -4% | -$28.8K | 0.48% | 55 |
|
|
2015
Q4 | $800K | Sell |
9,500
-1,000
| -10% | -$84.2K | 0.6% | 44 |
|
|
2015
Q3 | $879K | Sell |
10,500
-5,700
| -35% | -$477K | 0.71% | 30 |
|
|
2015
Q2 | $1.35M | Sell |
16,200
-3,300
| -17% | -$276K | 1.1% | 23 |
|
|
2015
Q1 | $1.42M | Sell |
19,500
-17,404
| -47% | -$1.26M | 1.16% | 23 |
|
|
2014
Q4 | $2.61M | Buy |
+36,904
| New | +$2.61M | 1.25% | 20 |
|