Wealthspire Advisors (Maryland)’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 | $1.27M | Buy |
8,605
+742
| +9% | +$110K | 0.04% | 165 |
|
|
2020
Q2 | $1.29M | Sell |
7,863
-93
| -1% | -$15.3K | 0.09% | 130 |
|
|
2020
Q1 | $1.1M | Buy |
7,956
+49
| +0.6% | +$6.8K | 0.1% | 123 |
|
|
2019
Q4 | $1.04M | Sell |
7,907
-173
| -2% | -$22.7K | 0.07% | 162 |
|
|
2019
Q3 | $904K | Buy |
8,080
+27
| +0.3% | +$3.02K | 0.07% | 160 |
|
|
2019
Q2 | $892K | Buy |
8,053
+1,362
| +20% | +$151K | 0.07% | 147 |
|
|
2019
Q1 | $868K | Buy |
6,691
+1,148
| +21% | +$149K | 0.07% | 152 |
|
|
2018
Q4 | $641K | Buy |
5,543
+87
| +2% | +$10.1K | 0.06% | 180 |
|
|
2018
Q3 | $585K | Buy |
5,456
+28
| +0.5% | +$3K | 0.05% | 212 |
|
|
2018
Q2 | $463K | Sell |
5,428
-283
| -5% | -$24.1K | 0.04% | 251 |
|
|
2018
Q1 | $442K | Sell |
5,711
-3,803
| -40% | -$294K | 0.04% | 271 |
|
|
2017
Q4 | $804K | Buy |
9,514
+870
| +10% | +$73.5K | 0.08% | 161 |
|
|
2017
Q3 | $739K | Sell |
8,644
-576
| -6% | -$49.2K | 0.08% | 167 |
|
|
2017
Q2 | $759K | Buy |
9,220
+3,097
| +51% | +$255K | 0.09% | 149 |
|
|
2017
Q1 | $515K | Sell |
6,123
-458
| -7% | -$38.5K | 0.07% | 177 |
|
|
2016
Q4 | $484K | Buy |
6,581
+306
| +5% | +$22.5K | 0.07% | 182 |
|
|
2016
Q3 | $504K | Sell |
6,275
-163
| -3% | -$13.1K | 0.08% | 173 |
|
|
2016
Q2 | $507K | Sell |
6,438
-406
| -6% | -$32K | 0.08% | 161 |
|
|
2016
Q1 | $493K | Buy |
6,844
+129
| +2% | +$9.29K | 0.09% | 158 |
|
|
2015
Q4 | $566K | Buy |
+6,715
| New | +$566K | 0.11% | 137 |
|