Bartlett & Co’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-263
| Closed | -$1K | – | 1005 |
|
2021
Q2 | $1K | Hold |
263
| – | – | ﹤0.01% | 937 |
|
2021
Q1 | $1K | Hold |
263
| – | – | ﹤0.01% | 961 |
|
2020
Q4 | $1K | Buy |
+263
| New | +$1K | ﹤0.01% | 1027 |
|
2019
Q2 | – | Sell |
-234
| Closed | -$1K | – | 772 |
|
2019
Q1 | $1K | Buy |
+234
| New | +$1K | ﹤0.01% | 682 |
|