Diversified Trust’s Lydall, Inc. LDL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,000
| Closed | -$216K | – | 371 |
|
2018
Q3 | $216K | Buy |
+5,000
| New | +$216K | 0.01% | 300 |
|
2018
Q2 | – | Sell |
-4,500
| Closed | -$217K | – | 333 |
|
2018
Q1 | $217K | Buy |
4,500
+500
| +13% | +$24.1K | 0.01% | 281 |
|
2017
Q4 | $203K | Hold |
4,000
| – | – | 0.01% | 286 |
|
2017
Q3 | $229K | Buy |
+4,000
| New | +$229K | 0.02% | 261 |
|