Lumbard & Kellner’s Voya Financial VOYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,525
| Closed | -$337K | – | 81 |
|
|
2019
Q4 | $337K | Hold |
5,525
| – | – | 0.17% | 58 |
|
|
2019
Q3 | $301K | Hold |
5,525
| – | – | 0.16% | 61 |
|
|
2019
Q2 | $306K | Hold |
5,525
| – | – | 0.16% | 58 |
|
|
2019
Q1 | $276K | Hold |
5,525
| – | – | 0.15% | 59 |
|
|
2018
Q4 | $222K | Hold |
5,525
| – | – | 0.13% | 60 |
|
|
2018
Q3 | $274K | Hold |
5,525
| – | – | 0.14% | 60 |
|
|
2018
Q2 | $260K | Sell |
5,525
-975
| -15% | -$45.9K | 0.15% | 58 |
|
|
2018
Q1 | $328K | Hold |
6,500
| – | – | 0.19% | 53 |
|
|
2017
Q4 | $322K | Sell |
6,500
-9,905
| -60% | -$491K | 0.17% | 58 |
|
|
2017
Q3 | $654K | Hold |
16,405
| – | – | 0.36% | 50 |
|
|
2017
Q2 | $605K | Sell |
16,405
-1,239
| -7% | -$45.7K | 0.35% | 49 |
|
|
2017
Q1 | $670K | Buy |
+17,644
| New | +$670K | 0.4% | 47 |
|