Mackenzie Financial’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-89,150
| Closed | -$135K | – | 1079 |
|
|
2020
Q1 | $135K | Sell |
89,150
-56,950
| -39% | -$86.2K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $484K | Buy |
146,100
+62,000
| +74% | +$205K | ﹤0.01% | 860 |
|
|
2019
Q3 | $222K | Buy |
84,100
+48,500
| +136% | +$128K | ﹤0.01% | 942 |
|
|
2019
Q2 | $101K | Buy |
+35,600
| New | +$101K | ﹤0.01% | 1067 |
|
|
2017
Q3 | – | Sell |
-32,325
| Closed | -$114K | – | 650 |
|
|
2017
Q2 | $114K | Buy |
32,325
+9,159
| +40% | +$32.3K | ﹤0.01% | 604 |
|
|
2017
Q1 | $79K | Buy |
+23,166
| New | +$79K | ﹤0.01% | 623 |
|