Willingdon Wealth Management’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 | $115K | Buy |
75,963
+46,992
| +162% | +$71.1K | 0.03% | 126 |
|
|
2019
Q4 | $96K | Buy |
+28,971
| New | +$96K | 0.02% | 153 |
|
|
2018
Q4 | – | Sell |
-12,758
| Closed | -$39K | – | 380 |
|
|
2018
Q3 | $39K | Buy |
12,758
+3,111
| +32% | +$9.51K | 0.01% | 223 |
|
|
2018
Q2 | $32K | Buy |
9,647
+7,809
| +425% | +$25.9K | 0.01% | 211 |
|
|
2018
Q1 | $7K | Buy |
+1,838
| New | +$7K | ﹤0.01% | 285 |
|