MWAC
Mariner Wealth Advisors (Cincinnati)’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.07M | Buy |
9,995
+898
| +10% | +$96.4K | 0.06% | 138 |
|
2018
Q2 | $776K | Buy |
9,097
+402
| +5% | +$34.3K | 0.05% | 151 |
|
2018
Q1 | $673K | Sell |
8,695
-499
| -5% | -$38.6K | 0.04% | 162 |
|
2017
Q4 | $777K | Buy |
9,194
+585
| +7% | +$49.4K | 0.05% | 139 |
|
2017
Q3 | $736K | Sell |
8,609
-22
| -0.3% | -$1.88K | 0.05% | 141 |
|
2017
Q2 | $710K | Sell |
8,631
-337
| -4% | -$27.7K | 0.05% | 138 |
|
2017
Q1 | $754K | Buy |
8,968
+1,086
| +14% | +$91.3K | 0.05% | 137 |
|
2016
Q4 | $580K | Sell |
7,882
-923
| -10% | -$67.9K | 0.05% | 148 |
|
2016
Q3 | $707K | Sell |
8,805
-629
| -7% | -$50.5K | 0.06% | 134 |
|
2016
Q2 | $743K | Buy |
9,434
+48
| +0.5% | +$3.78K | 0.07% | 134 |
|
2016
Q1 | $676K | Buy |
9,386
+322
| +4% | +$23.2K | 0.07% | 131 |
|
2015
Q4 | $764K | Buy |
+9,064
| New | +$764K | 0.07% | 123 |
|