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