Taylor Wealth Management Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$12K | – | 86 |
|
|
2018
Q4 | $12K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2018
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 100 |
|
|
2018
Q1 | – | Sell |
-1,550
| Closed | -$131K | – | 146 |
|
|
2017
Q4 | $131K | Hold |
1,550
| – | – | 0.06% | 70 |
|
|
2017
Q3 | $133K | Hold |
1,550
| – | – | 0.06% | 74 |
|
|
2017
Q2 | $128K | Hold |
1,550
| – | – | 0.06% | 71 |
|
|
2017
Q1 | $130K | Hold |
1,550
| – | – | 0.06% | 73 |
|
|
2016
Q4 | $114K | Hold |
1,550
| – | – | 0.05% | 71 |
|
|
2016
Q3 | $124K | Sell |
1,550
-50
| -3% | -$4K | 0.06% | 63 |
|
|
2016
Q2 | $126K | Hold |
1,600
| – | – | 0.05% | 59 |
|
|
2016
Q1 | $115K | Buy |
1,600
+1,300
| +433% | +$93.4K | 0.05% | 54 |
|
|
2015
Q4 | $25K | Hold |
300
| – | – | 0.01% | 93 |
|
|
2015
Q3 | $25K | Hold |
300
| – | – | 0.01% | 92 |
|
|
2015
Q2 | $25K | Buy |
+300
| New | +$25K | 0.01% | 117 |
|