Wambolt & Associates’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,186
| Closed | -$150K | – | 165 |
|
|
2019
Q4 | $150K | Sell |
45,186
-1,421
| -3% | -$4.72K | 0.11% | 166 |
|
|
2019
Q3 | $123K | Sell |
46,607
-3,309
| -7% | -$8.73K | 0.1% | 156 |
|
|
2019
Q2 | $142K | Sell |
49,916
-1,822
| -4% | -$5.18K | 0.12% | 156 |
|
|
2019
Q1 | $168K | Sell |
51,738
-2,905
| -5% | -$9.43K | 0.15% | 146 |
|
|
2018
Q4 | $140K | Buy |
+54,643
| New | +$140K | 0.15% | 139 |
|