Advantage Investment Management’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,777
| Closed | -$7K | – | 973 |
|
2018
Q4 | $7K | Hold |
2,777
| – | – | 0.01% | 728 |
|
2018
Q3 | $8K | Buy |
+2,777
| New | +$8K | 0.01% | 759 |
|
2017
Q3 | – | Sell |
-500
| Closed | -$2K | – | 1079 |
|
2017
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 963 |
|
2017
Q1 | $2K | Buy |
500
+100
| +25% | +$400 | ﹤0.01% | 903 |
|
2016
Q4 | $1K | Buy |
400
+200
| +100% | +$500 | ﹤0.01% | 910 |
|
2016
Q3 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 876 |
|