Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,074
| Closed | -$38K | – | 197 |
|
|
2017
Q1 | $38K | Buy |
+11,074
| New | +$38K | 0.01% | 194 |
|
|
2016
Q1 | – | Sell |
-40,883
| Closed | -$178K | – | 163 |
|
|
2015
Q4 | $178K | Buy |
40,883
+3,688
| +10% | +$16.1K | 0.05% | 136 |
|
|
2015
Q3 | $171K | Buy |
37,195
+9,700
| +35% | +$44.6K | 0.05% | 131 |
|
|
2015
Q2 | $128K | Buy |
+27,495
| New | +$128K | 0.04% | 136 |
|