SWA
LDL
Sutton Wealth Advisors’s Lydall, Inc. LDL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-550
| Closed | -$34.2K | – | 1711 |
|
2021
Q3 | $34.2K | Hold |
550
| – | – | 0.01% | 510 |
|
2021
Q2 | $33.3K | Hold |
550
| – | – | 0.01% | 538 |
|
2021
Q1 | $18.6K | Hold |
550
| – | – | 0.01% | 694 |
|
2020
Q4 | $16.5K | Hold |
550
| – | – | 0.01% | 662 |
|
2020
Q3 | $9.1K | Hold |
550
| – | – | ﹤0.01% | 771 |
|
2020
Q2 | $7.46K | Sell |
550
-57
| -9% | -$773 | ﹤0.01% | 778 |
|
2020
Q1 | $3.92K | Buy |
+607
| New | +$3.92K | ﹤0.01% | 900 |
|
2019
Q4 | – | Sell |
-380
| Closed | -$9.47K | – | 1215 |
|
2019
Q3 | $9.47K | Buy |
+380
| New | +$9.47K | 0.01% | 797 |
|
2019
Q2 | – | Sell |
-334
| Closed | -$7.84K | – | 1248 |
|
2019
Q1 | $7.84K | Buy |
+334
| New | +$7.84K | ﹤0.01% | 842 |
|
2018
Q4 | – | Sell |
-444
| Closed | -$19.1K | – | 1214 |
|
2018
Q3 | $19.1K | Hold |
444
| – | – | 0.01% | 606 |
|
2018
Q2 | $19.4K | Buy |
444
+50
| +13% | +$2.18K | 0.01% | 601 |
|
2018
Q1 | $19K | Buy |
394
+197
| +100% | +$9.51K | 0.01% | 588 |
|
2017
Q4 | $10K | Hold |
197
| – | – | 0.01% | 780 |
|
2017
Q3 | $11.3K | Hold |
197
| – | – | 0.01% | 735 |
|
2017
Q2 | $10.2K | Hold |
197
| – | – | 0.01% | 744 |
|
2017
Q1 | $10.6K | Hold |
197
| – | – | 0.01% | 700 |
|
2016
Q4 | $12.2K | Hold |
197
| – | – | 0.01% | 636 |
|
2016
Q3 | $10.1K | Hold |
197
| – | – | 0.01% | 663 |
|
2016
Q2 | $7.6K | Hold |
197
| – | – | 0.01% | 688 |
|
2016
Q1 | $6.41K | Buy |
+197
| New | +$6.41K | 0.01% | 692 |
|