Waverly Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-712
| Closed | -$3K | – | 283 |
|
|
2015
Q3 | $3K | Hold |
712
| – | – | ﹤0.01% | 400 |
|
|
2015
Q2 | $4K | Buy |
+712
| New | +$4K | ﹤0.01% | 318 |
|
|
2014
Q1 | – | Sell |
-712
| Closed | -$4K | – | 786 |
|
|
2013
Q4 | $4K | Hold |
712
| – | – | ﹤0.01% | 709 |
|
|
2013
Q3 | $3K | Buy |
+712
| New | +$3K | ﹤0.01% | 526 |
|