Lucia Wealth Services’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $281K | Buy |
1,896
+25
| +1% | +$3.71K | 0.07% | 109 |
|
|
2020
Q2 | $307K | Buy |
1,871
+2
| +0.1% | +$328 | 0.08% | 110 |
|
|
2020
Q1 | $259K | Buy |
1,869
+673
| +56% | +$93.3K | 0.09% | 126 |
|
|
2019
Q4 | $157K | Buy |
+1,196
| New | +$157K | 0.05% | 122 |
|
|
2019
Q2 | – | Sell |
-986
| Closed | -$128K | – | 186 |
|
|
2019
Q1 | $128K | Buy |
986
+836
| +557% | +$109K | 0.04% | 134 |
|
|
2018
Q4 | $17K | Buy |
+150
| New | +$17K | 0.01% | 155 |
|