Forvis Mazars Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,077
| Closed | -$37K | – | 237 |
|
|
2018
Q2 | $37K | Sell |
11,077
-159
| -1% | -$531 | ﹤0.01% | 232 |
|
|
2018
Q1 | $42K | Buy |
11,236
+159
| +1% | +$594 | ﹤0.01% | 232 |
|
|
2017
Q4 | $42K | Hold |
11,077
| – | – | ﹤0.01% | 241 |
|
|
2017
Q3 | $41K | Buy |
11,077
+1,060
| +11% | +$3.92K | ﹤0.01% | 222 |
|
|
2017
Q2 | $35K | Buy |
+10,017
| New | +$35K | ﹤0.01% | 222 |
|
|
2016
Q2 | – | Sell |
-12,430
| Closed | -$49K | – | 191 |
|
|
2016
Q1 | $49K | Buy |
+12,430
| New | +$49K | 0.01% | 189 |
|