Wells Trecaso Financial Group’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 |
-19,309
| Closed | -$64K | – | 68 |
|
|
2019
Q4 | $64K | Buy |
19,309
+243
| +1% | +$805 | 0.05% | 68 |
|
|
2019
Q3 | $50K | Hold |
19,066
| – | – | 0.04% | 66 |
|
|
2019
Q2 | $54K | Sell |
19,066
-244
| -1% | -$691 | 0.04% | 67 |
|
|
2019
Q1 | $62K | Hold |
19,310
| – | – | 0.05% | 69 |
|
|
2018
Q4 | $49K | Buy |
19,310
+1,918
| +11% | +$4.87K | 0.05% | 64 |
|
|
2018
Q3 | $53K | Sell |
17,392
-374
| -2% | -$1.14K | 0.04% | 73 |
|
|
2018
Q2 | $59K | Sell |
17,766
-167
| -0.9% | -$555 | 0.06% | 68 |
|
|
2018
Q1 | $67K | Sell |
17,933
-1,105
| -6% | -$4.13K | 0.06% | 65 |
|
|
2017
Q4 | $71K | Buy |
+19,038
| New | +$71K | 0.07% | 65 |
|