NWQ Investment Management Company’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,002
| Closed | -$41K | – | 188 |
|
|
2017
Q4 | $41K | Sell |
11,002
-10,919
| -50% | -$40.7K | ﹤0.01% | 194 |
|
|
2017
Q3 | $80K | Hold |
21,921
| – | – | ﹤0.01% | 194 |
|
|
2017
Q2 | $77K | Hold |
21,921
| – | – | ﹤0.01% | 188 |
|
|
2017
Q1 | $74K | Hold |
21,921
| – | – | ﹤0.01% | 186 |
|
|
2016
Q4 | $68K | Hold |
21,921
| – | – | ﹤0.01% | 203 |
|
|
2016
Q3 | $63K | Hold |
21,921
| – | – | ﹤0.01% | 185 |
|
|
2016
Q2 | $65K | Buy |
+21,921
| New | +$65K | ﹤0.01% | 146 |
|