Northstar Wealth Partners’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 | – | Sell |
-5,343
| Closed | -$877K | – | 172 |
|
2020
Q2 | $877K | Buy |
5,343
+89
| +2% | +$14.6K | 0.37% | 74 |
|
2020
Q1 | $728K | Buy |
5,254
+260
| +5% | +$36K | 0.37% | 75 |
|
2019
Q4 | $656K | Sell |
4,994
-20
| -0.4% | -$2.63K | 0.27% | 95 |
|
2019
Q3 | $561K | Sell |
5,014
-98
| -2% | -$11K | 0.25% | 103 |
|
2019
Q2 | $566K | Buy |
5,112
+262
| +5% | +$29K | 0.25% | 103 |
|
2019
Q1 | $629K | Sell |
4,850
-546
| -10% | -$70.8K | 0.29% | 94 |
|
2018
Q4 | $624K | Buy |
5,396
+1
| +0% | +$116 | 0.33% | 84 |
|
2018
Q3 | $579K | Sell |
5,395
-1,231
| -19% | -$132K | 0.28% | 96 |
|
2018
Q2 | $565K | Buy |
6,626
+201
| +3% | +$17.1K | 0.28% | 103 |
|
2018
Q1 | $497K | Buy |
6,425
+907
| +16% | +$70.2K | 0.25% | 108 |
|
2017
Q4 | $475K | Buy |
5,518
+331
| +6% | +$28.5K | 0.42% | 73 |
|
2017
Q3 | $451K | Sell |
5,187
-1,005
| -16% | -$87.4K | 0.44% | 75 |
|
2017
Q2 | $509K | Buy |
6,192
+200
| +3% | +$16.4K | 0.46% | 68 |
|
2017
Q1 | $513K | Buy |
+5,992
| New | +$513K | 0.48% | 66 |
|