Winfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,395
| Closed | -$21K | – | 415 |
|
|
2017
Q4 | $21K | Hold |
5,395
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $20K | Hold |
5,395
| – | – | 0.01% | 294 |
|
|
2017
Q2 | $19K | Buy |
5,395
+525
| +11% | +$1.85K | 0.01% | 303 |
|
|
2017
Q1 | $17K | Buy |
4,870
+310
| +7% | +$1.08K | 0.01% | 292 |
|
|
2016
Q4 | $14K | Buy |
4,560
+3,035
| +199% | +$9.32K | 0.01% | 318 |
|
|
2016
Q3 | $4K | Sell |
1,525
-1,680
| -52% | -$4.41K | ﹤0.01% | 433 |
|
|
2016
Q2 | $10K | Sell |
3,205
-515
| -14% | -$1.61K | 0.01% | 327 |
|
|
2016
Q1 | $15K | Buy |
+3,720
| New | +$15K | 0.01% | 268 |
|