Mosaic Family Wealth’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-661
| Closed | -$86K | – | 412 |
|
|
2019
Q1 | $86K | Hold |
661
| – | – | 0.03% | 253 |
|
|
2018
Q4 | $76K | Buy |
661
+1
| +0.2% | +$115 | 0.03% | 269 |
|
|
2018
Q3 | $74K | Buy |
660
+1
| +0.2% | +$112 | 0.03% | 273 |
|
|
2018
Q2 | $56K | Buy |
659
+1
| +0.2% | +$85 | 0.02% | 295 |
|
|
2018
Q1 | $51K | Buy |
658
+1
| +0.2% | +$78 | 0.02% | 303 |
|
|
2017
Q4 | $55K | Sell |
657
-198
| -23% | -$16.6K | 0.02% | 308 |
|
|
2017
Q3 | $73K | Buy |
855
+691
| +421% | +$59K | 0.03% | 288 |
|
|
2017
Q2 | $14K | Buy |
164
+1
| +0.6% | +$85 | 0.01% | 458 |
|
|
2017
Q1 | $14K | Buy |
163
+1
| +0.6% | +$86 | 0.01% | 472 |
|
|
2016
Q4 | $12K | Buy |
162
+1
| +0.6% | +$74 | 0.01% | 484 |
|
|
2016
Q3 | $13K | Hold |
161
| – | – | 0.01% | 484 |
|
|
2016
Q2 | $13K | Sell |
161
-197
| -55% | -$15.9K | 0.01% | 500 |
|
|
2016
Q1 | $25K | Sell |
358
-79
| -18% | -$5.52K | 0.01% | 410 |
|
|
2015
Q4 | $36K | Buy |
+437
| New | +$36K | 0.02% | 366 |
|