Shine Investment Advisory Services’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,668
| Closed | -$15K | – | 758 |
|
|
2019
Q3 | $15K | Sell |
5,668
-3,041
| -35% | -$8.05K | 0.01% | 495 |
|
|
2019
Q2 | $25K | Hold |
8,709
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $28K | Hold |
8,709
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $22K | Sell |
8,709
-1,515
| -15% | -$3.83K | 0.01% | 423 |
|
|
2018
Q3 | $31K | Sell |
10,224
-18,242
| -64% | -$55.3K | 0.02% | 384 |
|
|
2018
Q2 | $95K | Hold |
28,466
| – | – | 0.05% | 188 |
|
|
2018
Q1 | $106K | Hold |
28,466
| – | – | 0.06% | 165 |
|
|
2017
Q4 | $107K | Sell |
28,466
-694
| -2% | -$2.61K | 0.05% | 167 |
|
|
2017
Q3 | $107K | Buy |
29,160
+8,709
| +43% | +$32K | 0.06% | 160 |
|
|
2017
Q2 | $72K | Buy |
20,451
+9,042
| +79% | +$31.8K | 0.04% | 208 |
|
|
2017
Q1 | $39K | Buy |
+11,409
| New | +$39K | 0.03% | 85 |
|