Mitchell & Pahl Private Wealth’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,689
| Closed | -$26K | – | 155 |
|
|
2022
Q3 | $26K | Sell |
14,689
-2,206
| -13% | -$3.91K | 0.02% | 153 |
|
|
2022
Q2 | $34K | Sell |
16,895
-6,196
| -27% | -$12.5K | 0.02% | 155 |
|
|
2022
Q1 | $56K | Hold |
23,091
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $59K | Hold |
23,091
| – | – | 0.04% | 165 |
|
|
2021
Q3 | $57K | Hold |
23,091
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $59K | Hold |
23,091
| – | – | 0.04% | 155 |
|
|
2021
Q1 | $54K | Hold |
23,091
| – | – | 0.04% | 149 |
|
|
2020
Q4 | $45K | Buy |
+23,091
| New | +$45K | 0.04% | 145 |
|