Wellesley Investment Partners’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 | $241K | Hold |
1,632
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $267K | Hold |
1,632
| – | – | 0.09% | 88 |
|
|
2020
Q1 | $226K | Hold |
1,632
| – | – | 0.09% | 89 |
|
|
2019
Q4 | $214K | Buy |
+1,632
| New | +$214K | 0.07% | 110 |
|
|
2019
Q2 | – | Sell |
-1,882
| Closed | -$244K | – | 118 |
|
|
2019
Q1 | $244K | Buy |
1,882
+97
| +5% | +$12.6K | 0.08% | 105 |
|
|
2018
Q4 | $206K | Buy |
+1,785
| New | +$206K | 0.07% | 117 |
|