Willingdon Wealth Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$215K Sell
1,549
-125
-7% -$17.4K 0.05% 109
2019
Q4
$220K Sell
1,674
-20
-1% -$2.63K 0.05% 125
2019
Q3
$189K Buy
1,694
+57
+3% +$6.36K 0.04% 125
2019
Q2
$181K Hold
1,637
0.04% 128
2019
Q1
$212K Sell
1,637
-50
-3% -$6.48K 0.05% 126
2018
Q4
$195K Hold
1,687
0.06% 133
2018
Q3
$181K Buy
1,687
+672
+66% +$72.1K 0.05% 131
2018
Q2
$87K Hold
1,015
0.03% 157
2018
Q1
$79K Sell
1,015
-700
-41% -$54.5K 0.03% 148
2017
Q4
$145K Buy
1,715
+100
+6% +$8.46K 0.05% 119
2017
Q3
$138K Buy
+1,615
New +$138K 0.05% 114