Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-272
| Closed | -$1K | – | 699 |
|
|
2016
Q3 | $1K | Hold |
272
| – | – | ﹤0.01% | 1162 |
|
|
2016
Q2 | $1K | Hold |
272
| – | – | ﹤0.01% | 1186 |
|
|
2016
Q1 | $1K | Sell |
272
-873
| -76% | -$3.21K | ﹤0.01% | 1103 |
|
|
2015
Q4 | $5K | Buy |
1,145
+873
| +321% | +$3.81K | ﹤0.01% | 936 |
|
|
2015
Q3 | $1K | Hold |
272
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q2 | $1K | Hold |
272
| – | – | ﹤0.01% | 1250 |
|
|
2015
Q1 | $1K | Buy |
+272
| New | +$1K | ﹤0.01% | 1195 |
|