Squar Milner Financial Services’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 |
-3,340
| Closed | -$548K | – | 107 |
|
2020
Q2 | $548K | Buy |
3,340
+900
| +37% | +$148K | 0.31% | 90 |
|
2020
Q1 | $338K | Hold |
2,440
| – | – | 0.2% | 112 |
|
2019
Q4 | $320K | Sell |
2,440
-900
| -27% | -$118K | 0.16% | 132 |
|
2019
Q3 | $494K | Buy |
3,340
+884
| +36% | +$131K | 0.25% | 101 |
|
2019
Q2 | $272K | Buy |
2,456
+1,580
| +180% | +$175K | 0.18% | 129 |
|
2019
Q1 | $113K | Hold |
876
| – | – | 0.08% | 244 |
|
2018
Q4 | $101K | Hold |
876
| – | – | 0.1% | 220 |
|
2018
Q3 | $94K | Sell |
876
-1,111
| -56% | -$119K | 0.08% | 246 |
|
2018
Q2 | $170K | Buy |
+1,987
| New | +$170K | 0.15% | 183 |
|