Alterna Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-108,768
| Closed | -$262K | – | 115 |
|
|
2022
Q1 | $262K | Buy |
108,768
+24,532
| +29% | +$59.1K | 0.22% | 76 |
|
|
2021
Q4 | $215K | Buy |
+84,236
| New | +$215K | 0.18% | 91 |
|
|
2019
Q3 | – | Sell |
-58,405
| Closed | -$166K | – | 122 |
|
|
2019
Q2 | $166K | Buy |
58,405
+1,538
| +3% | +$4.37K | 0.2% | 90 |
|
|
2019
Q1 | $183K | Sell |
56,867
-9,643
| -14% | -$31K | 0.15% | 91 |
|
|
2018
Q4 | $170K | Buy |
+66,510
| New | +$170K | 0.03% | 347 |
|