CWA
Cypress Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $68K | Hold |
21,147
| – | – | 0.08% | 76 |
|
|
2018
Q4 | $54K | Buy |
+21,147
| New | +$54K | 0.07% | 73 |
|
|
2016
Q3 | – | Sell |
-12,660
| Closed | -$38K | – | 210 |
|
|
2016
Q2 | $38K | Hold |
12,660
| – | – | 0.02% | 189 |
|
|
2016
Q1 | $50K | Buy |
+12,660
| New | +$50K | 0.02% | 199 |
|