TrueWealth LLC’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $226K | Hold |
1,376
| – | – | 0.1% | 117 |
|
|
2020
Q1 | $191K | Sell |
1,376
-78
| -5% | -$10.8K | 0.09% | 121 |
|
|
2019
Q4 | $191K | Hold |
1,454
| – | – | 0.08% | 143 |
|
|
2019
Q3 | $163K | Hold |
1,454
| – | – | 0.07% | 151 |
|
|
2019
Q2 | $161K | Sell |
1,454
-745
| -34% | -$82.5K | 0.07% | 151 |
|
|
2019
Q1 | $285K | Hold |
2,199
| – | – | 0.13% | 101 |
|
|
2018
Q4 | $254K | Hold |
2,199
| – | – | 0.13% | 108 |
|
|
2018
Q3 | $236K | Buy |
2,199
+150
| +7% | +$16.1K | 0.11% | 115 |
|
|
2018
Q2 | $175K | Hold |
2,049
| – | – | 0.08% | 145 |
|
|
2018
Q1 | $159K | Sell |
2,049
-157
| -7% | -$12.2K | 0.08% | 146 |
|
|
2017
Q4 | $186K | Buy |
+2,206
| New | +$186K | 0.09% | 144 |
|