Icon Wealth Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19,983
| Closed | -$64K | – | 521 |
|
|
2019
Q1 | $64K | Buy |
+19,983
| New | +$64K | 0.02% | 307 |
|
|
2018
Q3 | – | Sell |
-39,491
| Closed | -$132K | – | 540 |
|
|
2018
Q2 | $132K | Sell |
39,491
-9,270
| -19% | -$31K | 0.06% | 204 |
|
|
2018
Q1 | $181K | Buy |
48,761
+10,683
| +28% | +$39.7K | 0.1% | 172 |
|
|
2017
Q4 | $143K | Buy |
+38,078
| New | +$143K | 0.07% | 216 |
|