NWAM LLC’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
Q2 | – | Sell |
-16,070
| Closed | -$63K | – | 256 |
|
|
2016
Q1 | $63K | Hold |
16,070
| – | – | 0.03% | 241 |
|
|
2015
Q4 | $70K | Buy |
16,070
+5,070
| +46% | +$22.1K | 0.03% | 246 |
|
|
2015
Q3 | $51K | Hold |
11,000
| – | – | 0.04% | 135 |
|
|
2015
Q2 | $60K | Sell |
11,000
-70
| -0.6% | -$382 | 0.03% | 242 |
|
|
2015
Q1 | $52K | Hold |
11,070
| – | – | 0.02% | 239 |
|
|
2014
Q4 | $51K | Sell |
11,070
-8,950
| -45% | -$41.2K | 0.02% | 232 |
|
|
2014
Q3 | $291K | Buy |
20,020
+8,950
| +81% | +$130K | 0.1% | 196 |
|
|
2014
Q2 | $57K | Sell |
11,070
-7,450
| -40% | -$38.4K | 0.02% | 294 |
|
|
2014
Q1 | $256K | Buy |
+18,520
| New | +$256K | 0.09% | 209 |
|