Prestige Wealth Management Group’s Lydall, Inc. LDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-183
Closed -$11K 1089
2021
Q3
$11K Hold
183
﹤0.01% 480
2021
Q2
$11K Hold
183
﹤0.01% 473
2021
Q1
$6K Hold
183
﹤0.01% 597
2020
Q4
$5K Buy
+183
New +$4.41K ﹤0.01% 605

Prestige Wealth Management Group's LDL Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Lydall, Inc. (LDL) in Q4 2021, closing a stake of 183 shares — an estimated $11K sold.

Prestige Wealth Management Group first reported a position in LDL in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 1 fund tracked by Wall St. Rank holds LDL as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Lydall, Inc. position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 183 Lydall, Inc. shares in Q4 2021, an estimated $11K.
  • Prestige Wealth Management Group first reported a position in Lydall, Inc. in Q4 2020 and held it in 4 quarters.
  • Prestige Wealth Management Group's Lydall, Inc. position peaked at $11K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Lydall, Inc. as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.