Wealthstreet Investment Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-33,127
| Closed | -$6.19M | – | 226 |
|
|
2021
Q1 | $6.19M | Sell |
33,127
-50
| -0.2% | -$9.34K | 0.6% | 41 |
|
|
2020
Q4 | $5.6M | Sell |
33,177
-105
| -0.3% | -$17.7K | 0.57% | 43 |
|
|
2020
Q3 | $4.93M | Sell |
33,282
-33
| -0.1% | -$4.88K | 0.55% | 44 |
|
|
2020
Q2 | $5.47M | Hold |
33,315
| – | – | 0.67% | 40 |
|
|
2020
Q1 | $4.62M | Buy |
33,315
+415
| +1% | +$57.6K | 0.68% | 39 |
|
|
2019
Q4 | $4.32M | Sell |
32,900
-4,700
| -13% | -$618K | 0.5% | 53 |
|
|
2019
Q3 | $4.2M | Sell |
37,600
-100
| -0.3% | -$11.2K | 0.54% | 52 |
|
|
2019
Q2 | $4.18M | Sell |
37,700
-50
| -0.1% | -$5.54K | 0.54% | 54 |
|
|
2019
Q1 | $4.9M | Hold |
37,750
| – | – | 0.65% | 39 |
|
|
2018
Q4 | $4.34M | Hold |
37,750
| – | – | 0.61% | 46 |
|
|
2018
Q3 | $4.05M | Sell |
37,750
-100
| -0.3% | -$10.7K | 0.5% | 54 |
|
|
2018
Q2 | $3.23M | Hold |
37,850
| – | – | 0.43% | 62 |
|
|
2018
Q1 | $2.93M | Buy |
37,850
+1,000
| +3% | +$77.4K | 0.37% | 67 |
|
|
2017
Q4 | $3.11M | Buy |
+36,850
| New | +$3.11M | 0.38% | 68 |
|