Patriot Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-77,013
| Closed | -$6.57M | – | 84 |
|
2018
Q2 | $6.57M | Buy |
77,013
+1,745
| +2% | +$149K | 0.9% | 44 |
|
2018
Q1 | $5.82M | Buy |
75,268
+1,691
| +2% | +$131K | 0.83% | 45 |
|
2017
Q4 | $6.21M | Buy |
73,577
+1,381
| +2% | +$117K | 0.88% | 44 |
|
2017
Q3 | $6.18M | Buy |
72,196
+470
| +0.7% | +$40.2K | 1% | 38 |
|
2017
Q2 | $5.9M | Buy |
71,726
+2,130
| +3% | +$175K | 0.99% | 41 |
|
2017
Q1 | $5.85M | Buy |
69,596
+2,185
| +3% | +$184K | 0.94% | 41 |
|
2016
Q4 | $4.96M | Buy |
67,411
+193
| +0.3% | +$14.2K | 0.94% | 47 |
|
2016
Q3 | $5.4M | Sell |
67,218
-1,710
| -2% | -$137K | 1.04% | 38 |
|
2016
Q2 | $5.43M | Buy |
+68,928
| New | +$5.43M | 1.07% | 36 |
|