Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72,486
| Closed | -$154K | – | 102 |
|
|
2023
Q3 | $154K | Buy |
72,486
+4,656
| +7% | +$9.92K | 0.07% | 74 |
|
|
2023
Q2 | $149K | Sell |
67,830
-4,714
| -6% | -$10.4K | 0.07% | 75 |
|
|
2023
Q1 | $168K | Buy |
72,544
+1,735
| +2% | +$4.03K | 0.08% | 78 |
|
|
2022
Q4 | $156K | Buy |
70,809
+696
| +1% | +$1.53K | 0.08% | 72 |
|
|
2022
Q3 | $125K | Buy |
+70,113
| New | +$125K | 0.13% | 64 |
|