Whitegate Investment Counselors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,567
| Closed | -$593K | – | 143 |
|
|
2021
Q3 | $593K | Buy |
2,567
+700
| +37% | +$162K | 0.08% | 147 |
|
|
2021
Q2 | $429K | Hold |
1,867
| – | – | 0.06% | 171 |
|
|
2021
Q1 | $349K | Hold |
1,867
| – | – | 0.05% | 174 |
|
|
2020
Q4 | $315K | Hold |
1,867
| – | – | 0.05% | 172 |
|
|
2020
Q3 | $276K | Sell |
1,867
-49
| -3% | -$7.24K | 0.05% | 173 |
|
|
2020
Q2 | $315K | Buy |
1,916
+49
| +3% | +$8.06K | 0.06% | 161 |
|
|
2020
Q1 | $259K | Hold |
1,867
| – | – | 0.06% | 156 |
|
|
2019
Q4 | $245K | Hold |
1,867
| – | – | 0.04% | 182 |
|
|
2019
Q3 | $209K | Hold |
1,867
| – | – | 0.04% | 187 |
|
|
2019
Q2 | $207K | Hold |
1,867
| – | – | 0.04% | 186 |
|
|
2019
Q1 | $242K | Hold |
1,867
| – | – | 0.05% | 173 |
|
|
2018
Q4 | $216K | Buy |
+1,867
| New | +$216K | 0.05% | 178 |
|