YorkBridge Wealth Partners’s Lydall, Inc. LDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-45
| Closed | -$2K | – | 864 |
|
|
2018
Q2 | $2K | Sell |
45
-10
| -18% | -$444 | ﹤0.01% | 810 |
|
|
2018
Q1 | $3K | Sell |
55
-294
| -84% | -$16K | ﹤0.01% | 752 |
|
|
2017
Q4 | $16K | Buy |
349
+5
| +1% | +$229 | 0.01% | 585 |
|
|
2017
Q3 | $20K | Buy |
344
+5
| +1% | +$291 | 0.01% | 528 |
|
|
2017
Q2 | $18K | Hold |
339
| – | – | 0.01% | 540 |
|
|
2017
Q1 | $18K | Buy |
339
+125
| +58% | +$6.64K | 0.01% | 536 |
|
|
2016
Q4 | $13K | Buy |
+214
| New | +$13K | 0.01% | 545 |
|