WWM
LYG icon

Willingdon Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Willingdon Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$115K Buy
75,963
+46,992
+162% +$121K 0.03% 131
2019
Q4 		$96K Buy
+28,971
New +$87.6K 0.02% 155
2018
Q4 		– Sell
-12,758
Closed -$39K – 380
2018
Q3 		$39K Buy
12,758
+3,111
+32% +$9.97K 0.01% 223
2018
Q2 		$32K Buy
9,647
+7,809
+425% +$27.8K 0.01% 211
2018
Q1 		$7K Buy
+1,838
New +$7.12K ﹤0.01% 285

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MIP
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SCCM
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PPA
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Goldman Sachs
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MIS
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