APP
Avantax Planning Partners’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,695
| Closed | -$37K | – | 371 |
|
|
2021
Q4 | $37K | Buy |
14,695
+3,144
| +27% | +$7.92K | ﹤0.01% | 348 |
|
|
2021
Q3 | $28K | Hold |
11,551
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $29K | Hold |
11,551
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $27K | Buy |
+11,551
| New | +$27K | ﹤0.01% | 312 |
|
|
2019
Q1 | – | Sell |
-3,680
| Closed | -$9K | – | 306 |
|
|
2018
Q4 | $9K | Buy |
+3,680
| New | +$9K | ﹤0.01% | 271 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1457 |
|
|
2018
Q2 | – | Sell |
-6,860
| Closed | -$25K | – | 932 |
|
|
2018
Q1 | $25K | Buy |
+6,860
| New | +$25K | ﹤0.01% | 700 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 333 |
|
|
2017
Q3 | – | Sell |
-15,655
| Closed | -$55K | – | 368 |
|
|
2017
Q2 | $55K | Buy |
+15,655
| New | +$55K | ﹤0.01% | 335 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 336 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 314 |
|