SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $742K | Buy |
4,396
+74
| +2% | +$12.5K | 0.06% | 135 |
|
|
2020
Q3 | $640K | Sell |
4,322
-280
| -6% | -$41.5K | 0.06% | 136 |
|
|
2020
Q2 | $756K | Buy |
4,602
+780
| +20% | +$128K | 0.08% | 126 |
|
|
2020
Q1 | $530K | Hold |
3,822
| – | – | 0.06% | 143 |
|
|
2019
Q4 | $502K | Sell |
3,822
-21
| -0.5% | -$2.76K | 0.05% | 149 |
|
|
2019
Q3 | $430K | Sell |
3,843
-148
| -4% | -$16.6K | 0.04% | 157 |
|
|
2019
Q2 | $442K | Buy |
3,991
+277
| +7% | +$30.7K | 0.04% | 159 |
|
|
2019
Q1 | $482K | Buy |
3,714
+280
| +8% | +$36.3K | 0.05% | 155 |
|
|
2018
Q4 | $397K | Sell |
3,434
-222
| -6% | -$25.7K | 0.04% | 160 |
|
|
2018
Q3 | $392K | Buy |
3,656
+532
| +17% | +$57K | 0.04% | 166 |
|
|
2018
Q2 | $267K | Sell |
3,124
-821
| -21% | -$70.2K | 0.03% | 189 |
|
|
2018
Q1 | $337K | Buy |
3,945
+515
| +15% | +$44K | 0.04% | 168 |
|
|
2017
Q4 | $290K | Sell |
3,430
-515
| -13% | -$43.5K | 0.03% | 182 |
|
|
2017
Q3 | $337K | Buy |
3,945
+127
| +3% | +$10.8K | 0.04% | 168 |
|
|
2017
Q2 | $314K | Buy |
3,818
+140
| +4% | +$11.5K | 0.04% | 163 |
|
|
2017
Q1 | $309K | Sell |
3,678
-307
| -8% | -$25.8K | 0.04% | 161 |
|
|
2016
Q4 | $293K | Hold |
3,985
| – | – | 0.04% | 168 |
|
|
2016
Q3 | $320K | Sell |
3,985
-89
| -2% | -$7.15K | 0.05% | 161 |
|
|
2016
Q2 | $321K | Sell |
4,074
-715
| -15% | -$56.3K | 0.05% | 164 |
|
|
2016
Q1 | $345K | Sell |
4,789
-756
| -14% | -$54.5K | 0.06% | 162 |
|
|
2015
Q4 | $467K | Buy |
5,545
+40
| +0.7% | +$3.37K | 0.08% | 156 |
|
|
2015
Q3 | $461K | Sell |
5,505
-785
| -12% | -$65.7K | 0.09% | 151 |
|
|
2015
Q2 | $525K | Hold |
6,290
| – | – | 0.1% | 149 |
|
|
2015
Q1 | $457K | Sell |
6,290
-307
| -5% | -$22.3K | 0.08% | 161 |
|
|
2014
Q4 | $455K | Buy |
6,597
+832
| +14% | +$57.4K | 0.17% | 122 |
|
|
2014
Q3 | $374K | Sell |
5,765
-50
| -0.9% | -$3.24K | 0.16% | 118 |
|
|
2014
Q2 | $362K | Hold |
5,815
| – | – | 0.15% | 117 |
|
|
2014
Q1 | $342K | Buy |
5,815
+424
| +8% | +$24.9K | 0.16% | 114 |
|
|
2013
Q4 | $275K | Buy |
+5,391
| New | +$275K | 0.16% | 120 |
|