TWM
Torch Wealth Management’s Eli Lilly LLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.75M | Buy |
13,333
+40
| +0.3% | +$5.26K | 0.97% | 37 |
|
|
2019
Q3 | $1.49M | Sell |
13,293
-120
| -0.9% | -$13.4K | 0.88% | 42 |
|
|
2019
Q2 | $1.49M | Buy |
13,413
+100
| +0.8% | +$11.1K | 0.89% | 43 |
|
|
2019
Q1 | $1.73M | Buy |
13,313
+113
| +0.9% | +$14.7K | 1.07% | 39 |
|
|
2018
Q4 | $1.53M | Buy |
13,200
+950
| +8% | +$110K | 1.09% | 38 |
|
|
2018
Q3 | $1.32M | Hold |
12,250
| – | – | 0.79% | 51 |
|
|
2018
Q2 | $1.05M | Buy |
12,250
+350
| +3% | +$29.9K | 0.66% | 57 |
|
|
2018
Q1 | $921K | Buy |
11,900
+450
| +4% | +$34.8K | 0.6% | 59 |
|
|
2017
Q4 | $967K | Buy |
11,450
+175
| +2% | +$14.8K | 0.59% | 60 |
|
|
2017
Q3 | $964K | Sell |
11,275
-50
| -0.4% | -$4.28K | 0.63% | 56 |
|
|
2017
Q2 | $932K | Sell |
11,325
-120
| -1% | -$9.88K | 0.64% | 53 |
|
|
2017
Q1 | $963K | Buy |
11,445
+525
| +5% | +$44.2K | 0.64% | 53 |
|
|
2016
Q4 | $803K | Sell |
10,920
-5,620
| -34% | -$413K | 0.57% | 53 |
|
|
2016
Q3 | $1.33M | Hold |
16,540
| – | – | 0.97% | 41 |
|
|
2016
Q2 | $1.3M | Buy |
16,540
+175
| +1% | +$13.8K | 0.95% | 39 |
|
|
2016
Q1 | $1.18M | Buy |
+16,365
| New | +$1.18M | 0.89% | 44 |
|
|
2014
Q3 | – | Sell |
-400
| Closed | -$25K | – | 179 |
|
|
2014
Q2 | $25K | Hold |
400
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $24K | Hold |
400
| – | – | 0.02% | 205 |
|
|
2013
Q4 | $20K | Buy |
+400
| New | +$20K | 0.02% | 187 |
|