Creative Planning’s Lydall, Inc. LDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,335
| Closed | -$172K | – | 3975 |
|
|
2017
Q2 | $172K | Buy |
3,335
+1,000
| +43% | +$51.6K | ﹤0.01% | 1601 |
|
|
2017
Q1 | $125K | Buy |
2,335
+150
| +7% | +$8.03K | ﹤0.01% | 1806 |
|
|
2016
Q4 | $135K | Sell |
2,185
-16
| -0.7% | -$989 | ﹤0.01% | 1649 |
|
|
2016
Q3 | $113K | Buy |
2,201
+487
| +28% | +$25K | ﹤0.01% | 1759 |
|
|
2016
Q2 | $66K | Buy |
1,714
+109
| +7% | +$4.2K | ﹤0.01% | 1943 |
|
|
2016
Q1 | $52K | Sell |
1,605
-200
| -11% | -$6.48K | ﹤0.01% | 2072 |
|
|
2015
Q4 | $64K | Sell |
1,805
-2,000
| -53% | -$70.9K | ﹤0.01% | 1901 |
|
|
2015
Q3 | $108K | Buy |
+3,805
| New | +$108K | ﹤0.01% | 1544 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$67K | – | 3215 |
|
|
2015
Q1 | $67K | Hold |
2,100
| – | – | ﹤0.01% | 1804 |
|
|
2014
Q4 | $69K | Sell |
2,100
-377
| -15% | -$12.4K | ﹤0.01% | 1773 |
|
|
2014
Q3 | $67K | Buy |
2,477
+191
| +8% | +$5.17K | ﹤0.01% | 1720 |
|
|
2014
Q2 | $63K | Buy |
2,286
+2,108
| +1,184% | +$58.1K | ﹤0.01% | 1709 |
|
|
2014
Q1 | $4K | Buy |
+178
| New | +$4K | ﹤0.01% | 3125 |
|